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 | $116,716 | $183,519-36.4% | $155,509-24.9% | $145,922-20.0% |
| Participation rate | 58.3% | 82.7%-24.3pp | 78.2%-19.9pp | 80.3%-21.9pp |
| Annual return | 11.18% | 61.17%-50.0pp | 64.67%-53.5pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,894 | $5,313-64.3% | $4,672-59.5% | $4,660-59.4% |
| Participant deferral / active EE | $3,649 | $6,462-43.5% | $5,626-35.1% | $6,688-45.4% |
| Admin fee / account holder | $6,517 | $19,313-66.3% | $15,912-59.0% | $13,397-51.4% |