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 | $111,491 | $209,411-46.8% | $178,490-37.5% | $158,922-29.8% |
| Participation rate | 43.8% | 86.3%-42.6pp | 81.9%-38.2pp | 82.0%-38.2pp |
| Annual return | 13.64% | 188.75%-175.1pp | 151.07%-137.4pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,461 | $5,706-74.4% | $5,011-70.8% | $4,761-69.3% |
| Participant deferral / active EE | $3,972 | $5,954-33.3% | $5,202-23.6% | $5,982-33.6% |
| Admin fee / account holder | $7,256 | $17,074-57.5% | $13,984-48.1% | $11,246-35.5% |