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 | $118,860 | $135,952-12.6% | $123,892-4.1% | $273,961-56.6% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 6.77% | 56.63%-49.9pp | 47.52%-40.7pp | 41.45%-34.7pp |
| Employer contribution / active EE | $2,112 | $5,170-59.2% | $4,617-54.3% | $4,869-56.6% |
| Participant deferral / active EE | $3,792 | $6,343-40.2% | $5,984-36.6% | $5,287-28.3% |
| Admin fee / account holder | $6,666 | $9,817-32.1% | $8,357-20.2% | $10,132-34.2% |