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 | $94,042 | $179,726-47.7% | $156,263-39.8% | $142,382-34.0% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 13.32% | 77.86%-64.5pp | 59.47%-46.1pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,872 | $5,069-63.1% | $4,333-56.8% | $4,299-56.5% |
| Participant deferral / active EE | $6,969 | $6,956+0.2% | $6,158+13.2% | $6,507+7.1% |
| Admin fee / account holder | $18,242 | $17,272+5.6% | $14,255+28.0% | $12,624+44.5% |