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 | $69,681 | $176,377-60.5% | $134,143-48.1% | $158,922-56.2% |
| Participation rate | 46.7% | 78.7%-32.0pp | 72.2%-25.5pp | 82.0%-35.3pp |
| Annual return | 7.09% | 63.63%-56.5pp | 36.33%-29.2pp | 302.83%-295.7pp |
| Employer contribution / active EE | $467 | $5,040-90.7% | $3,704-87.4% | $4,761-90.2% |
| Participant deferral / active EE | $2,642 | $4,091-35.4% | $3,499-24.5% | $5,982-55.8% |
| Admin fee / account holder | $397 | $8,718-95.4% | $6,684-94.1% | $11,246-96.5% |