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 | $94,043 | $102,828-8.5% | $105,387-10.8% | $152,861-38.5% |
| Participation rate | 64.7% | 83.8%-19.1pp | 82.6%-17.9pp | 82.4%-17.7pp |
| Annual return | 19.65% | 20.85%-1.2pp | 26.82%-7.2pp | 345.32%-325.7pp |
| Employer contribution / active EE | $1,908 | $4,473-57.3% | $4,213-54.7% | $4,762-59.9% |
| Participant deferral / active EE | $4,258 | $5,465-22.1% | $5,502-22.6% | $5,850-27.2% |
| Admin fee / account holder | $17,160 | $8,683+97.6% | $6,559+161.6% | $11,596+48.0% |