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 | $97,768 | $106,515-8.2% | $96,683+1.1% | $139,434-29.9% |
| Participation rate | 38.9% | 77.8%-39.0pp | 74.3%-35.5pp | 80.3%-41.4pp |
| Annual return | 16.42% | 38.43%-22.0pp | 35.69%-19.3pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,486 | $4,103-63.8% | $3,737-60.2% | $4,751-68.7% |
| Participant deferral / active EE | $3,021 | $5,454-44.6% | $4,878-38.1% | $6,710-55.0% |
| Admin fee / account holder | $13,221 | $7,877+67.8% | $6,730+96.5% | $11,403+15.9% |