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 | $74,210 | $135,952-45.4% | $123,892-40.1% | $273,961-72.9% |
| Participation rate | 42.9% | 84.1%-41.2pp | 81.4%-38.6pp | 83.0%-40.2pp |
| Annual return | 9.51% | 56.63%-47.1pp | 47.52%-38.0pp | 41.45%-31.9pp |
| Employer contribution / active EE | $1,951 | $5,170-62.3% | $4,617-57.7% | $4,869-59.9% |
| Participant deferral / active EE | $4,167 | $6,343-34.3% | $5,984-30.4% | $5,287-21.2% |
| Admin fee / account holder | $4,934 | $9,817-49.7% | $8,357-41.0% | $10,132-51.3% |