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 | $112,438 | $165,335-32.0% | $149,696-24.9% | $158,922-29.2% |
| Participation rate | 47.6% | 84.6%-37.0pp | 82.5%-34.9pp | 82.0%-34.3pp |
| Annual return | 20.85% | 348.15%-327.3pp | 276.60%-255.7pp | 302.83%-282.0pp |
| Employer contribution / active EE | $1,439 | $5,103-71.8% | $4,644-69.0% | $4,761-69.8% |
| Participant deferral / active EE | $2,466 | $7,181-65.7% | $6,842-64.0% | $5,982-58.8% |
| Admin fee / account holder | $2,056 | $10,807-81.0% | $9,309-77.9% | $11,246-81.7% |