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 9-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 | $82,337 | $185,822-55.7% | $169,993-51.6% | $139,434-40.9% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 23.43% | 60.50%-37.1pp | 53.37%-29.9pp | 372.94%-349.5pp |
| Employer contribution / active EE | $4,021 | $7,590-47.0% | $6,785-40.7% | $4,751-15.4% |
| Participant deferral / active EE | $7,281 | $11,622-37.4% | $10,408-30.0% | $6,710+8.5% |
| Admin fee / account holder | $647 | $15,381-95.8% | $12,815-95.0% | $11,403-94.3% |