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 | $59,372 | $176,056-66.3% | $159,436-62.8% | $167,490-64.6% |
| Participation rate | 47.1% | 84.9%-37.9pp | 82.8%-35.8pp | 82.1%-35.0pp |
| Annual return | 18.13% | 331.75%-313.6pp | 263.57%-245.4pp | 478.56%-460.4pp |
| Employer contribution / active EE | $1,354 | $5,297-74.4% | $4,829-72.0% | $4,837-72.0% |
| Participant deferral / active EE | $5,518 | $7,750-28.8% | $7,352-24.9% | $6,341-13.0% |
| Admin fee / account holder | $3,289 | $12,554-73.8% | $10,799-69.5% | $12,309-73.3% |