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 | $80,294 | $87,733-8.5% | $106,548-24.6% | $85,850-6.5% |
| Participation rate | 46.2% | 71.9%-25.8pp | 76.1%-30.0pp | 69.3%-23.2pp |
| Annual return | 19.14% | 21.86%-2.7pp | 26.80%-7.7pp | 318.53%-299.4pp |
| Employer contribution / active EE | $1,482 | $2,073-28.5% | $2,819-47.4% | $2,565-42.2% |
| Participant deferral / active EE | $2,484 | $3,469-28.4% | $4,398-43.5% | $3,952-37.2% |
| Admin fee / account holder | $1,043 | $6,767-84.6% | $7,407-85.9% | $6,260-83.3% |