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 | $100,302 | $177,572-43.5% | $154,803-35.2% | $142,382-29.6% |
| Participation rate | 69.6% | 82.1%-12.5pp | 78.1%-8.5pp | 80.1%-10.6pp |
| Annual return | 17.94% | 65.07%-47.1pp | 58.88%-40.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,576 | $4,810-46.4% | $4,305-40.2% | $4,299-40.1% |
| Participant deferral / active EE | $4,782 | $6,272-23.7% | $5,540-13.7% | $6,507-26.5% |
| Admin fee / account holder | $433 | $16,786-97.4% | $14,329-97.0% | $12,624-96.6% |