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 | $104,860 | $109,881-4.6% | $150,045-30.1% | $84,808+23.6% |
| Participation rate | 51.4% | 76.1%-24.7pp | 82.3%-30.9pp | 68.3%-16.9pp |
| Annual return | 16.19% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,845 | $3,561-48.2% | $4,693-60.7% | $2,631-29.9% |
| Participant deferral / active EE | $4,198 | $6,636-36.7% | $7,997-47.5% | $4,212-0.3% |
| Admin fee / account holder | $1,717 | $8,568-80.0% | $13,435-87.2% | $7,344-76.6% |