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 | $99,748 | $210,408-52.6% | $153,485-35.0% | $145,922-31.6% |
| Participation rate | 42.9% | 82.1%-39.3pp | 77.1%-34.2pp | 80.3%-37.4pp |
| Annual return | 16.44% | 13.37%+3.1pp | 15.65%+0.8pp | 561.29%-544.9pp |
| Employer contribution / active EE | $1,570 | $6,048-74.0% | $5,039-68.8% | $4,660-66.3% |
| Participant deferral / active EE | $3,277 | $7,975-58.9% | $6,757-51.5% | $6,688-51.0% |
| Admin fee / account holder | $5,582 | $19,419-71.3% | $12,724-56.1% | $13,397-58.3% |