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 | $109,122 | $109,413-0.3% | $156,263-30.2% | $84,808+28.7% |
| Participation rate | 57.1% | 72.7%-15.5pp | 78.9%-21.8pp | 68.3%-11.2pp |
| Annual return | 12.64% | 20.18%-7.5pp | 59.47%-46.8pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,733 | $2,907-40.4% | $4,333-60.0% | $2,631-34.1% |
| Participant deferral / active EE | $2,666 | $4,590-41.9% | $6,158-56.7% | $4,212-36.7% |
| Admin fee / account holder | $15,514 | $9,357+65.8% | $14,255+8.8% | $7,344+111.2% |