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 | $58,914 | $153,772-61.7% | $133,980-56.0% | $273,961-78.5% |
| Participation rate | 65.2% | 88.4%-23.1pp | 87.1%-21.8pp | 83.0%-17.8pp |
| Annual return | 7.41% | 36.51%-29.1pp | 29.30%-21.9pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,290 | $6,029-78.6% | $5,211-75.2% | $4,869-73.5% |
| Participant deferral / active EE | $4,011 | $6,958-42.4% | $6,282-36.1% | $5,287-24.1% |
| Admin fee / account holder | $556 | $11,765-95.3% | $9,324-94.0% | $10,132-94.5% |