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 | $108,948 | $179,726-39.4% | $156,263-30.3% | $142,382-23.5% |
| Participation rate | 55.6% | 82.1%-26.5pp | 78.9%-23.4pp | 80.1%-24.6pp |
| Annual return | 19.98% | 77.86%-57.9pp | 59.47%-39.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,636 | $5,069-67.7% | $4,333-62.2% | $4,299-61.9% |
| Participant deferral / active EE | $4,998 | $6,956-28.2% | $6,158-18.8% | $6,507-23.2% |
| Admin fee / account holder | $5,120 | $17,272-70.4% | $14,255-64.1% | $12,624-59.4% |