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 | $82,431 | $105,181-21.6% | $159,436-48.3% | $85,850-4.0% |
| Participation rate | 34.0% | 75.8%-41.8pp | 82.8%-48.9pp | 69.3%-35.4pp |
| Annual return | 12.90% | 45.07%-32.2pp | 263.57%-250.7pp | 318.53%-305.6pp |
| Employer contribution / active EE | $1,226 | $3,318-63.1% | $4,829-74.6% | $2,565-52.2% |
| Participant deferral / active EE | $3,414 | $5,945-42.6% | $7,352-53.6% | $3,952-13.6% |
| Admin fee / account holder | $5,400 | $6,933-22.1% | $10,799-50.0% | $6,260-13.7% |