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 | $92,374 | $201,272-54.1% | $184,203-49.9% | $145,922-36.7% |
| Participation rate | 69.2% | 87.5%-18.3pp | 86.8%-17.6pp | 80.3%-11.0pp |
| Annual return | 16.24% | 29.00%-12.8pp | 28.81%-12.6pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,977 | $7,022-71.8% | $6,427-69.2% | $4,660-57.6% |
| Participant deferral / active EE | $5,703 | $9,806-41.8% | $9,131-37.5% | $6,688-14.7% |
| Admin fee / account holder | $3,889 | $16,364-76.2% | $13,901-72.0% | $13,397-71.0% |