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 | $65,972 | $92,222-28.5% | $76,768-14.1% | $135,375-51.3% |
| Participation rate | 53.8% | 79.8%-25.9pp | 77.0%-23.1pp | 82.6%-28.8pp |
| Annual return | 5.41% | 5.46%0pp | 2.43%+3.0pp | 519.73%-514.3pp |
| Employer contribution / active EE | $1,155 | $3,216-64.1% | $2,485-53.5% | $4,779-75.8% |
| Participant deferral / active EE | $3,081 | $4,509-31.7% | $3,852-20.0% | $5,609-45.1% |
| Admin fee / account holder | $6,883 | $10,748-36.0% | $6,675+3.1% | $10,827-36.4% |