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 | $96,954 | $117,983-17.8% | $101,794-4.8% | $142,382-31.9% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.2%-12.0pp | 80.1%-23.0pp |
| Annual return | 16.44% | 36.92%-20.5pp | 30.53%-14.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,153 | $2,773-58.4% | $2,289-49.6% | $4,299-73.2% |
| Participant deferral / active EE | $4,659 | $4,714-1.2% | $4,084+14.1% | $6,507-28.4% |
| Admin fee / account holder | $8,839 | $10,433-15.3% | $8,777+0.7% | $12,624-30.0% |