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 | $113,224 | $181,894-37.8% | $156,549-27.7% | $273,961-58.7% |
| Participation rate | 62.5% | 88.4%-25.9pp | 84.0%-21.5pp | 83.0%-20.5pp |
| Annual return | 6.89% | 30.74%-23.9pp | 32.23%-25.3pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,853 | $6,248-70.3% | $5,501-66.3% | $4,869-61.9% |
| Participant deferral / active EE | $3,830 | $5,550-31.0% | $4,871-21.4% | $5,287-27.6% |
| Admin fee / account holder | $831 | $15,559-94.7% | $13,027-93.6% | $10,132-91.8% |