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 | $90,814 | $127,065-28.5% | $113,168-19.8% | $142,382-36.2% |
| Participation rate | 55.0% | 79.2%-24.2pp | 76.6%-21.6pp | 80.1%-25.1pp |
| Annual return | 20.42% | 24.03%-3.6pp | 24.27%-3.8pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,591 | $3,442-53.8% | $2,975-46.5% | $4,299-63.0% |
| Participant deferral / active EE | $3,121 | $5,716-45.4% | $5,107-38.9% | $6,507-52.0% |
| Admin fee / account holder | $949 | $15,736-94.0% | $12,068-92.1% | $12,624-92.5% |