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 | $102,326 | $87,733+16.6% | $106,548-4.0% | $85,850+19.2% |
| Participation rate | 55.8% | 71.9%-16.1pp | 76.1%-20.3pp | 69.3%-13.5pp |
| Annual return | 16.80% | 21.86%-5.1pp | 26.80%-10.0pp | 318.53%-301.7pp |
| Employer contribution / active EE | $1,935 | $2,073-6.7% | $2,819-31.4% | $2,565-24.6% |
| Participant deferral / active EE | $2,986 | $3,469-13.9% | $4,398-32.1% | $3,952-24.4% |
| Admin fee / account holder | $1,775 | $6,767-73.8% | $7,407-76.0% | $6,260-71.6% |