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 | $109,139 | $148,534-26.5% | $135,903-19.7% | $139,434-21.7% |
| Participation rate | 56.3% | 83.9%-27.6pp | 81.9%-25.7pp | 80.3%-24.1pp |
| Annual return | 14.91% | 79.19%-64.3pp | 68.23%-53.3pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,650 | $5,243-49.5% | $4,856-45.4% | $4,751-44.2% |
| Participant deferral / active EE | $4,236 | $8,100-47.7% | $7,758-45.4% | $6,710-36.9% |
| Admin fee / account holder | $13,173 | $12,400+6.2% | $10,762+22.4% | $11,403+15.5% |