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 | $65,496 | $106,584-38.5% | $101,326-35.4% | $142,382-54.0% |
| Participation rate | 63.6% | 82.7%-19.1pp | 81.5%-17.9pp | 80.1%-16.5pp |
| Annual return | 12.96% | 36.93%-24.0pp | 36.82%-23.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,712 | $3,956-56.7% | $3,665-53.3% | $4,299-60.2% |
| Participant deferral / active EE | $3,438 | $8,297-58.6% | $7,994-57.0% | $6,507-47.2% |
| Admin fee / account holder | $7,182 | $11,446-37.3% | $11,185-35.8% | $12,624-43.1% |