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 | $109,874 | $110,257-0.3% | $96,544+13.8% | $139,434-21.2% |
| Participation rate | 52.2% | 78.1%-25.9pp | 76.0%-23.8pp | 80.3%-28.1pp |
| Annual return | 11.00% | 26.32%-15.3pp | 25.84%-14.8pp | 372.94%-361.9pp |
| Employer contribution / active EE | $1,600 | $3,620-55.8% | $2,965-46.0% | $4,751-66.3% |
| Participant deferral / active EE | $5,034 | $5,548-9.3% | $4,851+3.8% | $6,710-25.0% |
| Admin fee / account holder | $61,019 | $11,591+426.4% | $8,252+639.4% | $11,403+435.1% |