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 | $114,928 | $109,881+4.6% | $150,045-23.4% | $84,808+35.5% |
| Participation rate | 41.6% | 76.1%-34.5pp | 82.3%-40.8pp | 68.3%-26.8pp |
| Annual return | 15.68% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,046 | $3,561-70.6% | $4,693-77.7% | $2,631-60.3% |
| Participant deferral / active EE | $2,950 | $6,636-55.5% | $7,997-63.1% | $4,212-30.0% |
| Admin fee / account holder | $2,986 | $8,568-65.2% | $13,435-77.8% | $7,344-59.3% |