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 4-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 | $92,607 | $140,940-34.3% | $112,229-17.5% | $139,434-33.6% |
| Participation rate | 33.3% | 79.2%-45.9pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 12.98% | 32.71%-19.7pp | 30.20%-17.2pp | 372.94%-360.0pp |
| Employer contribution / active EE | $1,290 | $4,283-69.9% | $3,430-62.4% | $4,751-72.8% |
| Participant deferral / active EE | $5,433 | $5,874-7.5% | $4,798+13.2% | $6,710-19.0% |
| Admin fee / account holder | $1,015 | $9,954-89.8% | $7,748-86.9% | $11,403-91.1% |