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 | $68,881 | $228,332-69.8% | $185,823-62.9% | $158,922-56.7% |
| Participation rate | 57.1% | 82.3%-25.2pp | 78.0%-20.9pp | 82.0%-24.8pp |
| Annual return | 23.15% | 40.80%-17.6pp | 35.95%-12.8pp | 302.83%-279.7pp |
| Employer contribution / active EE | $1,029 | $4,967-79.3% | $4,087-74.8% | $4,761-78.4% |
| Participant deferral / active EE | $4,423 | $6,415-31.1% | $5,632-21.5% | $5,982-26.1% |
| Admin fee / account holder | $1,274 | $11,864-89.3% | $9,500-86.6% | $11,246-88.7% |