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 | $68,513 | $93,346-26.6% | $71,796-4.6% | $273,961-75.0% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 4.59% | 130.39%-125.8pp | 78.04%-73.5pp | 41.45%-36.9pp |
| Employer contribution / active EE | $790 | $2,733-71.1% | $1,924-58.9% | $4,869-83.8% |
| Participant deferral / active EE | $1,010 | $3,475-70.9% | $2,794-63.9% | $5,287-80.9% |
| Admin fee / account holder | $7,695 | $6,571+17.1% | $4,815+59.8% | $10,132-24.1% |