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 | $116,184 | $70,428+65.0% | $96,562+20.3% | $85,850+35.3% |
| Participation rate | 34.4% | 61.8%-27.4pp | 69.8%-35.4pp | 69.3%-34.9pp |
| Annual return | 13.81% | 18.59%-4.8pp | 37.78%-24.0pp | 318.53%-304.7pp |
| Employer contribution / active EE | $1,033 | $1,413-26.9% | $2,356-56.2% | $2,565-59.7% |
| Participant deferral / active EE | $2,726 | $2,894-5.8% | $3,849-29.2% | $3,952-31.0% |
| Admin fee / account holder | $1,535 | $4,997-69.3% | $6,181-75.2% | $6,260-75.5% |