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 | $98,258 | $117,841-16.6% | $102,423-4.1% | $145,922-32.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 14.45% | 31.65%-17.2pp | 29.32%-14.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,648 | $3,615-54.4% | $3,023-45.5% | $4,660-64.6% |
| Participant deferral / active EE | $3,338 | $5,731-41.8% | $5,053-33.9% | $6,688-50.1% |
| Admin fee / account holder | $32,327 | $13,326+142.6% | $9,451+242.1% | $13,397+141.3% |