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 | $101,368 | $124,281-18.4% | $109,143-7.1% | $167,490-39.5% |
| Participation rate | 33.3% | 79.4%-46.1pp | 75.9%-42.5pp | 82.1%-48.8pp |
| Annual return | 21.77% | 26.04%-4.3pp | 25.75%-4.0pp | 478.56%-456.8pp |
| Employer contribution / active EE | $1,100 | $4,207-73.9% | $3,722-70.4% | $4,837-77.3% |
| Participant deferral / active EE | $5,053 | $5,255-3.8% | $4,653+8.6% | $6,341-20.3% |
| Admin fee / account holder | $632 | $7,970-92.1% | $6,752-90.6% | $12,309-94.9% |