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 | $101,751 | $104,974-3.1% | $95,585+6.5% | $142,382-28.5% |
| Participation rate | 30.0% | 75.0%-45.0pp | 72.1%-42.1pp | 80.1%-50.1pp |
| Annual return | 11.76% | 210.33%-198.6pp | 38.56%-26.8pp | 217.08%-205.3pp |
| Employer contribution / active EE | $866 | $2,779-68.8% | $2,527-65.7% | $4,299-79.9% |
| Participant deferral / active EE | $3,842 | $4,352-11.7% | $4,023-4.5% | $6,507-41.0% |
| Admin fee / account holder | $353 | $6,386-94.5% | $6,127-94.2% | $12,624-97.2% |