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 | $101,506 | $201,272-49.6% | $184,203-44.9% | $145,922-30.4% |
| Participation rate | 57.1% | 87.5%-30.3pp | 86.8%-29.7pp | 80.3%-23.1pp |
| Annual return | 21.34% | 29.00%-7.7pp | 28.81%-7.5pp | 561.29%-539.9pp |
| Employer contribution / active EE | $2,492 | $7,022-64.5% | $6,427-61.2% | $4,660-46.5% |
| Participant deferral / active EE | $5,307 | $9,806-45.9% | $9,131-41.9% | $6,688-20.6% |
| Admin fee / account holder | $3,209 | $16,364-80.4% | $13,901-76.9% | $13,397-76.0% |