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 8-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 | $97,344 | $177,572-45.2% | $154,803-37.1% | $142,382-31.6% |
| Participation rate | 43.5% | 82.1%-38.6pp | 78.1%-34.6pp | 80.1%-36.6pp |
| Annual return | 16.62% | 65.07%-48.5pp | 58.88%-42.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,901 | $4,810-60.5% | $4,305-55.8% | $4,299-55.8% |
| Participant deferral / active EE | $4,087 | $6,272-34.8% | $5,540-26.2% | $6,507-37.2% |
| Admin fee / account holder | $2,547 | $16,786-84.8% | $14,329-82.2% | $12,624-79.8% |