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 | $113,804 | $112,881+0.8% | $90,951+25.1% | $158,922-28.4% |
| Participation rate | 39.1% | 74.7%-35.6pp | 69.0%-29.9pp | 82.0%-42.8pp |
| Annual return | 14.16% | 215.79%-201.6pp | 134.60%-120.4pp | 302.83%-288.7pp |
| Employer contribution / active EE | $718 | $2,893-75.2% | $2,122-66.2% | $4,761-84.9% |
| Participant deferral / active EE | $1,027 | $4,128-75.1% | $3,373-69.5% | $5,982-82.8% |
| Admin fee / account holder | $2,872 | $8,041-64.3% | $5,959-51.8% | $11,246-74.5% |