See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,263 | $124,881-46.1% | $209,409-67.9% | $116,875-42.4% |
| Participation rate | 55.3% | 75.8%-20.5pp | 80.4%-25.1pp | 74.5%-19.3pp |
| Annual return | 13.58% | 14.56%-1.0pp | 159.49%-145.9pp | 16.29%-2.7pp |
| Employer contribution / active EE | $785 | $2,588-69.6% | $5,035-84.4% | $3,288-76.1% |
| Participant deferral / active EE | $2,388 | $3,793-37.0% | $4,230-43.6% | $3,885-38.5% |
| Admin fee / account holder | $3,878 | $12,933-70.0% | $16,474-76.5% | $12,263-68.4% |