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 10-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 | $93,906 | $102,966-8.8% | $90,281+4.0% | $152,861-38.6% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.4%-22.4pp |
| Annual return | 23.92% | 95.16%-71.2pp | 78.10%-54.2pp | 345.32%-321.4pp |
| Employer contribution / active EE | $2,251 | $3,139-28.3% | $2,854-21.1% | $4,762-52.7% |
| Participant deferral / active EE | $3,886 | $4,281-9.2% | $3,8850% | $5,850-33.6% |
| Admin fee / account holder | $7,023 | $6,171+13.8% | $5,351+31.2% | $11,596-39.4% |