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 | $70,448 | $159,602-55.9% | $150,045-53.0% | $142,382-50.5% |
| Participation rate | 58.8% | 84.0%-25.2pp | 82.3%-23.5pp | 80.1%-21.3pp |
| Annual return | 29.35% | 70.24%-40.9pp | 62.55%-33.2pp | 217.08%-187.7pp |
| Employer contribution / active EE | $2,332 | $4,961-53.0% | $4,693-50.3% | $4,299-45.8% |
| Participant deferral / active EE | $5,605 | $8,310-32.6% | $7,997-29.9% | $6,507-13.9% |
| Admin fee / account holder | $494 | $14,846-96.7% | $13,435-96.3% | $12,624-96.1% |