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 | $113,678 | $158,398-28.2% | $126,539-10.2% | $142,382-20.2% |
| Participation rate | 30.8% | 75.8%-45.0pp | 69.8%-39.0pp | 80.1%-49.4pp |
| Annual return | 16.83% | 593.76%-576.9pp | 425.95%-409.1pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,101 | $4,650-76.3% | $3,674-70.0% | $4,299-74.4% |
| Participant deferral / active EE | $4,290 | $4,767-10.0% | $4,083+5.1% | $6,507-34.1% |
| Admin fee / account holder | $14,482 | $6,918+109.3% | $6,065+138.8% | $12,624+14.7% |