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 | $79,357 | $102,966-22.9% | $90,281-12.1% | $152,861-48.1% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 14.35% | 95.16%-80.8pp | 78.10%-63.7pp | 345.32%-331.0pp |
| Employer contribution / active EE | $1,699 | $3,139-45.9% | $2,854-40.5% | $4,762-64.3% |
| Participant deferral / active EE | $4,332 | $4,281+1.2% | $3,885+11.5% | $5,850-25.9% |
| Admin fee / account holder | $4,690 | $6,171-24.0% | $5,351-12.4% | $11,596-59.6% |