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 | $82,581 | $117,841-29.9% | $102,423-19.4% | $145,922-43.4% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 12.06% | 31.65%-19.6pp | 29.32%-17.3pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,212 | $3,615-66.5% | $3,023-59.9% | $4,660-74.0% |
| Participant deferral / active EE | $6,255 | $5,731+9.2% | $5,053+23.8% | $6,688-6.5% |
| Admin fee / account holder | $6,799 | $13,326-49.0% | $9,451-28.1% | $13,397-49.3% |