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 | $97,400 | $165,335-41.1% | $149,696-34.9% | $158,922-38.7% |
| Participation rate | 55.0% | 84.6%-29.6pp | 82.5%-27.5pp | 82.0%-27.0pp |
| Annual return | 8.29% | 348.15%-339.9pp | 276.60%-268.3pp | 302.83%-294.5pp |
| Employer contribution / active EE | $3,195 | $5,103-37.4% | $4,644-31.2% | $4,761-32.9% |
| Participant deferral / active EE | $4,873 | $7,181-32.1% | $6,842-28.8% | $5,982-18.5% |
| Admin fee / account holder | $5,921 | $10,807-45.2% | $9,309-36.4% | $11,246-47.4% |