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 | $74,336 | $114,381-35.0% | $107,525-30.9% | $142,382-47.8% |
| Participation rate | 68.2% | 78.1%-10.0pp | 75.1%-6.9pp | 80.1%-11.9pp |
| Annual return | 17.03% | 242.71%-225.7pp | 181.32%-164.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,288 | $4,015-43.0% | $3,754-39.1% | $4,299-46.8% |
| Participant deferral / active EE | $4,689 | $5,564-15.7% | $5,116-8.3% | $6,507-27.9% |
| Admin fee / account holder | $530 | $9,860-94.6% | $8,919-94.1% | $12,624-95.8% |