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 10-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 | $96,984 | $133,922-27.6% | $116,228-16.6% | $142,382-31.9% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.6%-7.9pp | 80.1%-13.5pp |
| Annual return | 12.91% | 147.76%-134.8pp | 90.06%-77.1pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,802 | $3,446-47.7% | $2,994-39.8% | $4,299-58.1% |
| Participant deferral / active EE | $3,275 | $5,672-42.3% | $4,953-33.9% | $6,507-49.7% |
| Admin fee / account holder | $13,352 | $14,945-10.7% | $11,989+11.4% | $12,624+5.8% |