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 | $80,031 | $89,753-10.8% | $107,525-25.6% | $84,808-5.6% |
| Participation rate | 65.5% | 68.1%-2.5pp | 75.1%-9.6pp | 68.3%-2.8pp |
| Annual return | 20.52% | 29.48%-9.0pp | 181.32%-160.8pp | 40.90%-20.4pp |
| Employer contribution / active EE | $1,284 | $3,113-58.7% | $3,754-65.8% | $2,631-51.2% |
| Participant deferral / active EE | $5,574 | $4,056+37.4% | $5,116+9.0% | $4,212+32.4% |
| Admin fee / account holder | $2,013 | $7,222-72.1% | $8,919-77.4% | $7,344-72.6% |