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 | $75,961 | $179,726-57.7% | $156,263-51.4% | $142,382-46.7% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.9%-18.9pp | 80.1%-20.1pp |
| Annual return | 12.92% | 77.86%-64.9pp | 59.47%-46.5pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,483 | $5,069-51.0% | $4,333-42.7% | $4,299-42.2% |
| Participant deferral / active EE | $5,930 | $6,956-14.7% | $6,158-3.7% | $6,507-8.9% |
| Admin fee / account holder | $3,603 | $17,272-79.1% | $14,255-74.7% | $12,624-71.5% |