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 | $86,118 | $127,264-32.3% | $109,895-21.6% | $167,490-48.6% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.2%-14.2pp | 82.1%-22.1pp |
| Annual return | 13.81% | 22.97%-9.2pp | 29.45%-15.6pp | 478.56%-464.8pp |
| Employer contribution / active EE | $1,454 | $3,322-56.2% | $2,842-48.9% | $4,837-69.9% |
| Participant deferral / active EE | $3,890 | $4,514-13.8% | $4,048-3.9% | $6,341-38.7% |
| Admin fee / account holder | $594 | $7,114-91.7% | $6,066-90.2% | $12,309-95.2% |