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 | $111,225 | $77,314+43.9% | $177,989-37.5% | $80,856+37.6% |
| Participation rate | 29.3% | 65.7%-36.4pp | 77.1%-47.8pp | 67.6%-38.3pp |
| Annual return | 12.10% | 18.09%-6.0pp | 294.48%-282.4pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,148 | $2,292-49.9% | $3,949-70.9% | $2,755-58.3% |
| Participant deferral / active EE | $3,761 | $4,411-14.7% | $6,276-40.1% | $4,296-12.5% |
| Admin fee / account holder | $14,837 | $7,191+106.3% | $10,363+43.2% | $6,918+114.5% |