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 | $94,319 | $109,413-13.8% | $156,263-39.6% | $84,808+11.2% |
| Participation rate | 63.1% | 72.7%-9.6pp | 78.9%-15.8pp | 68.3%-5.2pp |
| Annual return | 18.82% | 20.18%-1.4pp | 59.47%-40.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,690 | $2,907-41.9% | $4,333-61.0% | $2,631-35.8% |
| Participant deferral / active EE | $2,848 | $4,590-37.9% | $6,158-53.8% | $4,212-32.4% |
| Admin fee / account holder | $1,780 | $9,357-81.0% | $14,255-87.5% | $7,344-75.8% |