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 | $58,247 | $159,602-63.5% | $150,045-61.2% | $142,382-59.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 18.90% | 70.24%-51.3pp | 62.55%-43.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,419 | $4,961-71.4% | $4,693-69.8% | $4,299-67.0% |
| Participant deferral / active EE | $4,068 | $8,310-51.0% | $7,997-49.1% | $6,507-37.5% |
| Admin fee / account holder | $664 | $14,846-95.5% | $13,435-95.1% | $12,624-94.7% |