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 5-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 | $73,737 | $177,572-58.5% | $154,803-52.4% | $142,382-48.2% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.1%-15.6pp | 80.1%-17.6pp |
| Annual return | 17.82% | 65.07%-47.3pp | 58.88%-41.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,847 | $4,810-61.6% | $4,305-57.1% | $4,299-57.0% |
| Participant deferral / active EE | $5,353 | $6,272-14.6% | $5,540-3.4% | $6,507-17.7% |
| Admin fee / account holder | $617 | $16,786-96.3% | $14,329-95.7% | $12,624-95.1% |