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 | $108,412 | $124,319-12.8% | $111,297-2.6% | $167,490-35.3% |
| Participation rate | 42.9% | 79.6%-36.8pp | 77.3%-34.5pp | 82.1%-39.2pp |
| Annual return | 9.71% | 37.44%-27.7pp | 54.65%-44.9pp | 478.56%-468.8pp |
| Employer contribution / active EE | $2,811 | $3,435-18.2% | $2,731+2.9% | $4,837-41.9% |
| Participant deferral / active EE | $5,898 | $5,180+13.8% | $4,487+31.4% | $6,341-7.0% |
| Admin fee / account holder | $1,483 | $10,618-86.0% | $7,964-81.4% | $12,309-87.9% |