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 | $120,691 | $176,377-31.6% | $134,143-10.0% | $158,922-24.1% |
| Participation rate | 41.2% | 78.7%-37.5pp | 72.2%-31.0pp | 82.0%-40.8pp |
| Annual return | 13.74% | 63.63%-49.9pp | 36.33%-22.6pp | 302.83%-289.1pp |
| Employer contribution / active EE | $1,998 | $5,040-60.4% | $3,704-46.0% | $4,761-58.0% |
| Participant deferral / active EE | $3,438 | $4,091-16.0% | $3,499-1.7% | $5,982-42.5% |
| Admin fee / account holder | $725 | $8,718-91.7% | $6,684-89.2% | $11,246-93.6% |