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 | $168,538 | $181,894-7.3% | $156,549+7.7% | $273,961-38.5% |
| Participation rate | 37.5% | 88.4%-50.9pp | 84.0%-46.5pp | 83.0%-45.5pp |
| Annual return | 7.37% | 30.74%-23.4pp | 32.23%-24.9pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,619 | $6,248-74.1% | $5,501-70.6% | $4,869-66.7% |
| Participant deferral / active EE | $2,641 | $5,550-52.4% | $4,871-45.8% | $5,287-50.0% |
| Admin fee / account holder | $4,582 | $15,559-70.6% | $13,027-64.8% | $10,132-54.8% |