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 | $61,035 | $106,584-42.7% | $101,326-39.8% | $142,382-57.1% |
| Participation rate | 47.8% | 82.7%-34.9pp | 81.5%-33.7pp | 80.1%-32.3pp |
| Annual return | 15.01% | 36.93%-21.9pp | 36.82%-21.8pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,390 | $3,956-64.9% | $3,665-62.1% | $4,299-67.7% |
| Participant deferral / active EE | $3,140 | $8,297-62.2% | $7,994-60.7% | $6,507-51.8% |
| Admin fee / account holder | $535 | $11,446-95.3% | $11,185-95.2% | $12,624-95.8% |