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 9-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 | $114,532 | $113,339+1.1% | $94,993+20.6% | $147,584-22.4% |
| Participation rate | 50.0% | 78.0%-28.0pp | 73.9%-23.9pp | 82.8%-32.8pp |
| Annual return | 7.10% | 20.77%-13.7pp | 27.12%-20.0pp | 578.55%-571.5pp |
| Employer contribution / active EE | $3,586 | $3,160+13.4% | $2,603+37.7% | $4,876-26.5% |
| Participant deferral / active EE | $3,409 | $3,777-9.8% | $3,317+2.8% | $5,439-37.3% |
| Admin fee / account holder | $9,902 | $6,063+63.3% | $4,960+99.6% | $10,885-9.0% |