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 | $125,031 | $159,602-21.7% | $150,045-16.7% | $142,382-12.2% |
| Participation rate | 52.9% | 84.0%-31.0pp | 82.3%-29.4pp | 80.1%-27.2pp |
| Annual return | 21.18% | 70.24%-49.1pp | 62.55%-41.4pp | 217.08%-195.9pp |
| Employer contribution / active EE | $3,480 | $4,961-29.8% | $4,693-25.8% | $4,299-19.0% |
| Participant deferral / active EE | $9,036 | $8,310+8.7% | $7,997+13.0% | $6,507+38.9% |
| Admin fee / account holder | $7,885 | $14,846-46.9% | $13,435-41.3% | $12,624-37.5% |