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 | $100,326 | $93,170+7.7% | $100,534-0.2% | $84,808+18.3% |
| Participation rate | 0.0% | 75.8%-75.8pp | 80.6%-80.6pp | 68.3%-68.3pp |
| Annual return | 13.92% | 47.13%-33.2pp | 32.66%-18.7pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,341 | $3,985-66.3% | $4,346-69.1% | $2,631-49.0% |
| Participant deferral / active EE | $4,263 | $5,699-25.2% | $6,144-30.6% | $4,212+1.2% |
| Admin fee / account holder | $5,211 | $7,382-29.4% | $7,654-31.9% | $7,344-29.0% |