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 | $117,486 | $127,065-7.5% | $113,168+3.8% | $142,382-17.5% |
| Participation rate | 14.3% | 79.2%-64.9pp | 76.6%-62.3pp | 80.1%-65.8pp |
| Annual return | 16.39% | 24.03%-7.6pp | 24.27%-7.9pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,586 | $3,442-53.9% | $2,975-46.7% | $4,299-63.1% |
| Participant deferral / active EE | $4,239 | $5,716-25.8% | $5,107-17.0% | $6,507-34.9% |
| Admin fee / account holder | $3,974 | $15,736-74.7% | $12,068-67.1% | $12,624-68.5% |