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 9-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 | $101,785 | $217,402-53.2% | $185,823-45.2% | $167,490-39.2% |
| Participation rate | 68.4% | 86.0%-17.6pp | 81.7%-13.3pp | 82.1%-13.7pp |
| Annual return | 14.35% | 148.36%-134.0pp | 122.05%-107.7pp | 478.56%-464.2pp |
| Employer contribution / active EE | $3,076 | $5,873-47.6% | $5,167-40.5% | $4,837-36.4% |
| Participant deferral / active EE | $5,232 | $6,356-17.7% | $5,568-6.0% | $6,341-17.5% |
| Admin fee / account holder | $565 | $19,811-97.1% | $16,237-96.5% | $12,309-95.4% |