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 | $65,291 | $124,881-47.7% | $209,409-68.8% | $116,875-44.1% |
| Participation rate | 68.8% | 75.8%-7.0pp | 80.4%-11.6pp | 74.5%-5.8pp |
| Annual return | 12.23% | 14.56%-2.3pp | 159.49%-147.3pp | 16.29%-4.1pp |
| Employer contribution / active EE | $1,367 | $2,588-47.2% | $5,035-72.9% | $3,288-58.4% |
| Participant deferral / active EE | $3,379 | $3,793-10.9% | $4,230-20.1% | $3,885-13.0% |
| Admin fee / account holder | $1,176 | $12,933-90.9% | $16,474-92.9% | $12,263-90.4% |