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 | $92,022 | $179,726-48.8% | $156,263-41.1% | $142,382-35.4% |
| Participation rate | 55.6% | 82.1%-26.5pp | 78.9%-23.4pp | 80.1%-24.6pp |
| Annual return | 17.45% | 77.86%-60.4pp | 59.47%-42.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,581 | $5,069-49.1% | $4,333-40.4% | $4,299-40.0% |
| Participant deferral / active EE | $3,999 | $6,956-42.5% | $6,158-35.1% | $6,507-38.5% |
| Admin fee / account holder | $698 | $17,272-96.0% | $14,255-95.1% | $12,624-94.5% |