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 | $91,688 | $117,841-22.2% | $102,423-10.5% | $145,922-37.2% |
| Participation rate | 68.4% | 78.6%-10.2pp | 76.5%-8.1pp | 80.3%-11.9pp |
| Annual return | 13.99% | 31.65%-17.7pp | 29.32%-15.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $4,050 | $3,615+12.0% | $3,023+33.9% | $4,660-13.1% |
| Participant deferral / active EE | $7,954 | $5,731+38.8% | $5,053+57.4% | $6,688+18.9% |
| Admin fee / account holder | $10,673 | $13,326-19.9% | $9,451+12.9% | $13,397-20.3% |