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 | $97,787 | $95,416+2.5% | $185,823-47.4% | $85,850+13.9% |
| Participation rate | 48.6% | 68.8%-20.1pp | 81.7%-33.1pp | 69.3%-20.7pp |
| Annual return | 14.48% | 23.59%-9.1pp | 122.05%-107.6pp | 318.53%-304.0pp |
| Employer contribution / active EE | $2,369 | $3,314-28.5% | $5,167-54.1% | $2,565-7.6% |
| Participant deferral / active EE | $2,369 | $3,423-30.8% | $5,568-57.4% | $3,952-40.0% |
| Admin fee / account holder | $7,450 | $7,213+3.3% | $16,237-54.1% | $6,260+19.0% |