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 | $121,738 | $210,408-42.1% | $153,485-20.7% | $145,922-16.6% |
| Participation rate | 40.0% | 82.1%-42.1pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 9.69% | 13.37%-3.7pp | 15.65%-6.0pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,734 | $6,048-71.3% | $5,039-65.6% | $4,660-62.8% |
| Participant deferral / active EE | $3,409 | $7,975-57.3% | $6,757-49.6% | $6,688-49.0% |
| Admin fee / account holder | $177,177 | $19,419+812.4% | $12,724+1292.4% | $13,397+1222.5% |