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 | $100,110 | $124,881-19.8% | $209,409-52.2% | $116,875-14.3% |
| Participation rate | 44.1% | 75.8%-31.6pp | 80.4%-36.2pp | 74.5%-30.4pp |
| Annual return | 14.41% | 14.56%-0.1pp | 159.49%-145.1pp | 16.29%-1.9pp |
| Employer contribution / active EE | $1,675 | $2,588-35.3% | $5,035-66.7% | $3,288-49.0% |
| Participant deferral / active EE | $3,338 | $3,793-12.0% | $4,230-21.1% | $3,885-14.1% |
| Admin fee / account holder | $6,986 | $12,933-46.0% | $16,474-57.6% | $12,263-43.0% |