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 | $122,997 | $154,117-20.2% | $129,995-5.4% | $139,434-11.8% |
| Participation rate | 56.5% | 82.0%-25.4pp | 78.5%-22.0pp | 80.3%-23.8pp |
| Annual return | 12.18% | 32.48%-20.3pp | -137.18%+149.4pp | 372.94%-360.8pp |
| Employer contribution / active EE | $3,408 | $5,289-35.6% | $4,320-21.1% | $4,751-28.3% |
| Participant deferral / active EE | $6,940 | $6,710+3.4% | $5,820+19.2% | $6,710+3.4% |
| Admin fee / account holder | $48,152 | $14,007+243.8% | $10,614+353.6% | $11,403+322.3% |