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 | $74,118 | $93,071-20.4% | $74,583-0.6% | $273,961-72.9% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 4.46% | 26.18%-21.7pp | 20.47%-16.0pp | 41.45%-37.0pp |
| Employer contribution / active EE | $913 | $3,160-71.1% | $2,525-63.9% | $4,869-81.3% |
| Participant deferral / active EE | $10,730 | $4,160+157.9% | $3,458+210.3% | $5,287+102.9% |
| Admin fee / account holder | $21,873 | $5,272+314.8% | $4,138+428.6% | $10,132+115.9% |