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 | $107,430 | $209,411-48.7% | $178,490-39.8% | $158,922-32.4% |
| Participation rate | 45.5% | 86.3%-40.9pp | 81.9%-36.5pp | 82.0%-36.5pp |
| Annual return | 15.36% | 188.75%-173.4pp | 151.07%-135.7pp | 302.83%-287.5pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,268 | $5,954-45.1% | $5,202-37.2% | $5,982-45.4% |
| Admin fee / account holder | $923 | $17,074-94.6% | $13,984-93.4% | $11,246-91.8% |