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 | $115,854 | $228,332-49.3% | $185,823-37.7% | $158,922-27.1% |
| Participation rate | 58.3% | 82.3%-24.0pp | 78.0%-19.7pp | 82.0%-23.6pp |
| Annual return | 15.70% | 40.80%-25.1pp | 35.95%-20.2pp | 302.83%-287.1pp |
| Employer contribution / active EE | $682 | $4,967-86.3% | $4,087-83.3% | $4,761-85.7% |
| Participant deferral / active EE | $1,946 | $6,415-69.7% | $5,632-65.5% | $5,982-67.5% |
| Admin fee / account holder | $2,956 | $11,864-75.1% | $9,500-68.9% | $11,246-73.7% |