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 | $172,355 | $181,894-5.2% | $156,549+10.1% | $273,961-37.1% |
| Participation rate | 18.2% | 88.4%-70.2pp | 84.0%-65.8pp | 83.0%-64.8pp |
| Annual return | 7.06% | 30.74%-23.7pp | 32.23%-25.2pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,592 | $6,248-74.5% | $5,501-71.1% | $4,869-67.3% |
| Participant deferral / active EE | $3,902 | $5,550-29.7% | $4,871-19.9% | $5,287-26.2% |
| Admin fee / account holder | $1,150 | $15,559-92.6% | $13,027-91.2% | $10,132-88.7% |