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 | $76,246 | $153,772-50.4% | $133,980-43.1% | $273,961-72.2% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 4.84% | 36.51%-31.7pp | 29.30%-24.5pp | 41.45%-36.6pp |
| Employer contribution / active EE | $1,719 | $6,029-71.5% | $5,211-67.0% | $4,869-64.7% |
| Participant deferral / active EE | $3,443 | $6,958-50.5% | $6,282-45.2% | $5,287-34.9% |
| Admin fee / account holder | $2,771 | $11,765-76.4% | $9,324-70.3% | $10,132-72.7% |