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 | $70,640 | $117,983-40.1% | $101,794-30.6% | $142,382-50.4% |
| Participation rate | 61.1% | 74.2%-13.1pp | 69.2%-8.1pp | 80.1%-19.0pp |
| Annual return | 16.53% | 36.92%-20.4pp | 30.53%-14.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,128 | $2,773-59.3% | $2,289-50.7% | $4,299-73.8% |
| Participant deferral / active EE | $4,527 | $4,714-3.9% | $4,084+10.9% | $6,507-30.4% |
| Admin fee / account holder | $2,180 | $10,433-79.1% | $8,777-75.2% | $12,624-82.7% |