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 | $111,360 | $175,202-36.4% | $149,673-25.6% | $139,434-20.1% |
| Participation rate | 42.9% | 83.4%-40.5pp | 78.8%-35.9pp | 80.3%-37.5pp |
| Annual return | 15.39% | 166.71%-151.3pp | 134.42%-119.0pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,739 | $5,474-68.2% | $4,818-63.9% | $4,751-63.4% |
| Participant deferral / active EE | $6,318 | $6,519-3.1% | $5,680+11.2% | $6,710-5.8% |
| Admin fee / account holder | $3,340 | $16,150-79.3% | $13,210-74.7% | $11,403-70.7% |