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 8-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 | $90,932 | $111,754-18.6% | $103,333-12.0% | $145,922-37.7% |
| Participation rate | 57.9% | 77.9%-20.0pp | 74.5%-16.6pp | 80.3%-22.4pp |
| Annual return | 9.82% | 24.77%-15.0pp | 24.88%-15.1pp | 561.29%-551.5pp |
| Employer contribution / active EE | $6,643 | $4,212+57.7% | $3,868+71.7% | $4,660+42.6% |
| Participant deferral / active EE | $4,737 | $5,619-15.7% | $5,057-6.3% | $6,688-29.2% |
| Admin fee / account holder | $829 | $9,750-91.5% | $8,355-90.1% | $13,397-93.8% |