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 | $100,831 | $115,770-12.9% | $101,248-0.4% | $158,922-36.6% |
| Participation rate | 52.2% | 79.4%-27.2pp | 75.8%-23.6pp | 82.0%-29.8pp |
| Annual return | 14.05% | 56.14%-42.1pp | 46.47%-32.4pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,874 | $4,175-55.1% | $3,660-48.8% | $4,761-60.6% |
| Participant deferral / active EE | $3,320 | $4,957-33.0% | $4,370-24.0% | $5,982-44.5% |
| Admin fee / account holder | $2,465 | $7,245-66.0% | $5,945-58.5% | $11,246-78.1% |