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 | $93,031 | $159,602-41.7% | $150,045-38.0% | $142,382-34.7% |
| Participation rate | 61.5% | 84.0%-22.4pp | 82.3%-20.8pp | 80.1%-18.6pp |
| Annual return | 25.79% | 70.24%-44.4pp | 62.55%-36.8pp | 217.08%-191.3pp |
| Employer contribution / active EE | $2,092 | $4,961-57.8% | $4,693-55.4% | $4,299-51.3% |
| Participant deferral / active EE | $5,289 | $8,310-36.4% | $7,997-33.9% | $6,507-18.7% |
| Admin fee / account holder | $3,097 | $14,846-79.1% | $13,435-76.9% | $12,624-75.5% |