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 3-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 | $92,384 | $114,381-19.2% | $107,525-14.1% | $142,382-35.1% |
| Participation rate | 45.0% | 78.1%-33.1pp | 75.1%-30.1pp | 80.1%-35.1pp |
| Annual return | 12.58% | 242.71%-230.1pp | 181.32%-168.7pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,974 | $4,015-50.8% | $3,754-47.4% | $4,299-54.1% |
| Participant deferral / active EE | $6,021 | $5,564+8.2% | $5,116+17.7% | $6,507-7.5% |
| Admin fee / account holder | $21,788 | $9,860+121.0% | $8,919+144.3% | $12,624+72.6% |