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 | $93,170 | $118,450-21.3% | $98,439-5.4% | $139,434-33.2% |
| Participation rate | 50.0% | 77.4%-27.4pp | 75.2%-25.2pp | 80.3%-30.3pp |
| Annual return | 14.24% | 18.94%-4.7pp | 21.16%-6.9pp | 372.94%-358.7pp |
| Employer contribution / active EE | $1,643 | $3,609-54.5% | $3,048-46.1% | $4,751-65.4% |
| Participant deferral / active EE | $3,698 | $5,392-31.4% | $4,738-22.0% | $6,710-44.9% |
| Admin fee / account holder | $1,066 | $14,026-92.4% | $8,948-88.1% | $11,403-90.6% |