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 | $61,277 | $181,894-66.3% | $156,549-60.9% | $273,961-77.6% |
| Participation rate | 62.5% | 88.4%-25.9pp | 84.0%-21.5pp | 83.0%-20.5pp |
| Annual return | 9.49% | 30.74%-21.3pp | 32.23%-22.7pp | 41.45%-32.0pp |
| Employer contribution / active EE | $1,602 | $6,248-74.4% | $5,501-70.9% | $4,869-67.1% |
| Participant deferral / active EE | $2,833 | $5,550-49.0% | $4,871-41.8% | $5,287-46.4% |
| Admin fee / account holder | $760 | $15,559-95.1% | $13,027-94.2% | $10,132-92.5% |