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 | $70,638 | $159,602-55.7% | $150,045-52.9% | $142,382-50.4% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.3%-22.3pp | 80.1%-20.1pp |
| Annual return | 13.64% | 70.24%-56.6pp | 62.55%-48.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,186 | $4,961-76.1% | $4,693-74.7% | $4,299-72.4% |
| Participant deferral / active EE | $5,312 | $8,310-36.1% | $7,997-33.6% | $6,507-18.4% |
| Admin fee / account holder | $1,183 | $14,846-92.0% | $13,435-91.2% | $12,624-90.6% |