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 6-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 | $92,061 | $110,261-16.5% | $95,745-3.8% | $139,434-34.0% |
| Participation rate | 60.9% | 75.8%-14.9pp | 72.3%-11.4pp | 80.3%-19.4pp |
| Annual return | 10.32% | 27.11%-16.8pp | 28.35%-18.0pp | 372.94%-362.6pp |
| Employer contribution / active EE | $1,025 | $3,257-68.5% | $2,835-63.8% | $4,751-78.4% |
| Participant deferral / active EE | $2,716 | $4,676-41.9% | $4,245-36.0% | $6,710-59.5% |
| Admin fee / account holder | $11,732 | $6,613+77.4% | $5,678+106.6% | $11,403+2.9% |