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 | $102,647 | $159,602-35.7% | $150,045-31.6% | $142,382-27.9% |
| Participation rate | 36.8% | 84.0%-47.1pp | 82.3%-45.5pp | 80.1%-43.3pp |
| Annual return | 13.29% | 70.24%-56.9pp | 62.55%-49.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,024 | $4,961-79.4% | $4,693-78.2% | $4,299-76.2% |
| Participant deferral / active EE | $4,109 | $8,310-50.6% | $7,997-48.6% | $6,507-36.9% |
| Admin fee / account holder | $1,246 | $14,846-91.6% | $13,435-90.7% | $12,624-90.1% |