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 | $102,597 | $177,572-42.2% | $154,803-33.7% | $142,382-27.9% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 20.93% | 65.07%-44.1pp | 58.88%-38.0pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,209 | $4,810-74.9% | $4,305-71.9% | $4,299-71.9% |
| Participant deferral / active EE | $5,790 | $6,272-7.7% | $5,540+4.5% | $6,507-11.0% |
| Admin fee / account holder | $3,261 | $16,786-80.6% | $14,329-77.2% | $12,624-74.2% |