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 8-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 | $88,148 | $165,335-46.7% | $149,696-41.1% | $158,922-44.5% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 10.27% | 348.15%-337.9pp | 276.60%-266.3pp | 302.83%-292.6pp |
| Employer contribution / active EE | $1,172 | $5,103-77.0% | $4,644-74.8% | $4,761-75.4% |
| Participant deferral / active EE | $7,143 | $7,181-0.5% | $6,842+4.4% | $5,982+19.4% |
| Admin fee / account holder | $9,589 | $10,807-11.3% | $9,309+3.0% | $11,246-14.7% |