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 | $101,571 | $86,944+16.8% | $107,525-5.5% | $74,304+36.7% |
| Participation rate | 37.2% | 59.6%-22.3pp | 75.1%-37.9pp | 60.3%-23.1pp |
| Annual return | 20.74% | 23.52%-2.8pp | 181.32%-160.6pp | 29.43%-8.7pp |
| Employer contribution / active EE | $1,826 | $2,757-33.8% | $3,754-51.4% | $2,241-18.5% |
| Participant deferral / active EE | $3,678 | $3,554+3.5% | $5,116-28.1% | $3,767-2.4% |
| Admin fee / account holder | $5,731 | $3,727+53.8% | $8,919-35.7% | $2,969+93.0% |