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 | $88,643 | $157,256-43.6% | $141,162-37.2% | $152,861-42.0% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.4%-25.3pp |
| Annual return | 22.15% | 64.32%-42.2pp | 71.39%-49.2pp | 345.32%-323.2pp |
| Employer contribution / active EE | $2,069 | $5,261-60.7% | $4,735-56.3% | $4,762-56.6% |
| Participant deferral / active EE | $3,429 | $7,109-51.8% | $6,709-48.9% | $5,850-41.4% |
| Admin fee / account holder | $3,107 | $12,120-74.4% | $10,261-69.7% | $11,596-73.2% |