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 | $101,805 | $176,812-42.4% | $146,665-30.6% | $167,490-39.2% |
| Participation rate | 54.5% | 83.6%-29.1pp | 80.1%-25.5pp | 82.1%-27.6pp |
| Annual return | 19.55% | 24.03%-4.5pp | 22.74%-3.2pp | 478.56%-459.0pp |
| Employer contribution / active EE | $1,100 | $5,160-78.7% | $4,136-73.4% | $4,837-77.3% |
| Participant deferral / active EE | $2,033 | $6,440-68.4% | $5,506-63.1% | $6,341-67.9% |
| Admin fee / account holder | $6,440 | $13,259-51.4% | $10,280-37.3% | $12,309-47.7% |