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 | $63,470 | $135,952-53.3% | $123,892-48.8% | $273,961-76.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 5.47% | 56.63%-51.2pp | 47.52%-42.0pp | 41.45%-36.0pp |
| Employer contribution / active EE | $4,108 | $5,170-20.5% | $4,617-11.0% | $4,869-15.6% |
| Participant deferral / active EE | $5,186 | $6,343-18.2% | $5,984-13.3% | $5,287-1.9% |
| Admin fee / account holder | $18,035 | $9,817+83.7% | $8,357+115.8% | $10,132+78.0% |