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 | $84,061 | $127,065-33.8% | $113,168-25.7% | $142,382-41.0% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 20.39% | 24.03%-3.6pp | 24.27%-3.9pp | 217.08%-196.7pp |
| Employer contribution / active EE | $881 | $3,442-74.4% | $2,975-70.4% | $4,299-79.5% |
| Participant deferral / active EE | $2,305 | $5,716-59.7% | $5,107-54.9% | $6,507-64.6% |
| Admin fee / account holder | $1,162 | $15,736-92.6% | $12,068-90.4% | $12,624-90.8% |