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 | $107,236 | $177,572-39.6% | $154,803-30.7% | $142,382-24.7% |
| Participation rate | 43.8% | 82.1%-38.3pp | 78.1%-34.3pp | 80.1%-36.4pp |
| Annual return | 18.51% | 65.07%-46.6pp | 58.88%-40.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,161 | $4,810-75.9% | $4,305-73.0% | $4,299-73.0% |
| Participant deferral / active EE | $2,517 | $6,272-59.9% | $5,540-54.6% | $6,507-61.3% |
| Admin fee / account holder | $2,789 | $16,786-83.4% | $14,329-80.5% | $12,624-77.9% |