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 8-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 | $100,054 | $117,983-15.2% | $101,794-1.7% | $142,382-29.7% |
| Participation rate | 45.5% | 74.2%-28.8pp | 69.2%-23.7pp | 80.1%-34.7pp |
| Annual return | 15.42% | 36.92%-21.5pp | 30.53%-15.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,138 | $2,773-59.0% | $2,289-50.3% | $4,299-73.5% |
| Participant deferral / active EE | $3,045 | $4,714-35.4% | $4,084-25.4% | $6,507-53.2% |
| Admin fee / account holder | $675 | $10,433-93.5% | $8,777-92.3% | $12,624-94.7% |