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 | $118,019 | $217,402-45.7% | $185,823-36.5% | $167,490-29.5% |
| Participation rate | 53.8% | 86.0%-32.2pp | 81.7%-27.9pp | 82.1%-28.3pp |
| Annual return | 16.52% | 148.36%-131.8pp | 122.05%-105.5pp | 478.56%-462.0pp |
| Employer contribution / active EE | $1,377 | $5,873-76.6% | $5,167-73.4% | $4,837-71.5% |
| Participant deferral / active EE | $3,387 | $6,356-46.7% | $5,568-39.2% | $6,341-46.6% |
| Admin fee / account holder | $5,791 | $19,811-70.8% | $16,237-64.3% | $12,309-53.0% |