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 | $70,030 | $159,602-56.1% | $150,045-53.3% | $142,382-50.8% |
| Participation rate | 43.8% | 84.0%-40.2pp | 82.3%-38.6pp | 80.1%-36.4pp |
| Annual return | 14.35% | 70.24%-55.9pp | 62.55%-48.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,359 | $4,961-72.6% | $4,693-71.1% | $4,299-68.4% |
| Participant deferral / active EE | $2,832 | $8,310-65.9% | $7,997-64.6% | $6,507-56.5% |
| Admin fee / account holder | $682 | $14,846-95.4% | $13,435-94.9% | $12,624-94.6% |