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 | $73,155 | $179,726-59.3% | $156,263-53.2% | $142,382-48.6% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 16.47% | 77.86%-61.4pp | 59.47%-43.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,256 | $5,069-75.2% | $4,333-71.0% | $4,299-70.8% |
| Participant deferral / active EE | $2,840 | $6,956-59.2% | $6,158-53.9% | $6,507-56.4% |
| Admin fee / account holder | $6,552 | $17,272-62.1% | $14,255-54.0% | $12,624-48.1% |