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 | $103,594 | $105,181-1.5% | $159,436-35.0% | $85,850+20.7% |
| Participation rate | 53.3% | 75.8%-22.4pp | 82.8%-29.5pp | 69.3%-16.0pp |
| Annual return | 16.05% | 45.07%-29.0pp | 263.57%-247.5pp | 318.53%-302.5pp |
| Employer contribution / active EE | $1,676 | $3,318-49.5% | $4,829-65.3% | $2,565-34.7% |
| Participant deferral / active EE | $3,369 | $5,945-43.3% | $7,352-54.2% | $3,952-14.7% |
| Admin fee / account holder | $5,852 | $6,933-15.6% | $10,799-45.8% | $6,260-6.5% |