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 | $80,108 | $215,361-62.8% | $171,082-53.2% | $273,961-70.8% |
| Participation rate | 63.6% | 82.0%-18.4pp | 76.7%-13.1pp | 83.0%-19.4pp |
| Annual return | 6.90% | 25.14%-18.2pp | 32.56%-25.7pp | 41.45%-34.6pp |
| Employer contribution / active EE | $535 | $4,967-89.2% | $4,002-86.6% | $4,869-89.0% |
| Participant deferral / active EE | $2,139 | $5,543-61.4% | $4,797-55.4% | $5,287-59.5% |
| Admin fee / account holder | $19,288 | $10,846+77.8% | $8,520+126.4% | $10,132+90.4% |