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 | $93,878 | $106,515-11.9% | $96,683-2.9% | $139,434-32.7% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 18.26% | 38.43%-20.2pp | 35.69%-17.4pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,778 | $4,103-56.7% | $3,737-52.4% | $4,751-62.6% |
| Participant deferral / active EE | $3,994 | $5,454-26.8% | $4,878-18.1% | $6,710-40.5% |
| Admin fee / account holder | $754 | $7,877-90.4% | $6,730-88.8% | $11,403-93.4% |