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 6-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 | $94,780 | $130,194-27.2% | $169,993-44.2% | $71,457+32.6% |
| Participation rate | 61.2% | 86.1%-25.0pp | 87.0%-25.8pp | 67.9%-6.8pp |
| Annual return | 19.00% | 20.37%-1.4pp | 53.37%-34.4pp | 28.85%-9.9pp |
| Employer contribution / active EE | $2,353 | $4,381-46.3% | $6,785-65.3% | $2,588-9.1% |
| Participant deferral / active EE | $5,024 | $6,923-27.4% | $10,408-51.7% | $4,289+17.1% |
| Admin fee / account holder | $12,875 | $966+1233.3% | $12,815+0.5% | $1,587+711.1% |