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 | $53,834 | $93,071-42.2% | $74,583-27.8% | $273,961-80.3% |
| Participation rate | 62.5% | 74.9%-12.4pp | 68.1%-5.6pp | 83.0%-20.5pp |
| Annual return | 4.22% | 26.18%-22.0pp | 20.47%-16.2pp | 41.45%-37.2pp |
| Employer contribution / active EE | $1,254 | $3,160-60.3% | $2,525-50.3% | $4,869-74.2% |
| Participant deferral / active EE | $2,771 | $4,160-33.4% | $3,458-19.9% | $5,287-47.6% |
| Admin fee / account holder | $876 | $5,272-83.4% | $4,138-78.8% | $10,132-91.4% |