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 | $88,244 | $102,966-14.3% | $90,281-2.3% | $152,861-42.3% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.4%-22.4pp |
| Annual return | 24.91% | 95.16%-70.3pp | 78.10%-53.2pp | 345.32%-320.4pp |
| Employer contribution / active EE | $884 | $3,139-71.8% | $2,854-69.0% | $4,762-81.4% |
| Participant deferral / active EE | $5,592 | $4,281+30.6% | $3,885+43.9% | $5,850-4.4% |
| Admin fee / account holder | $598 | $6,171-90.3% | $5,351-88.8% | $11,596-94.8% |