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 | $93,495 | $104,974-10.9% | $95,585-2.2% | $142,382-34.3% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 19.55% | 210.33%-190.8pp | 38.56%-19.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,783 | $2,779-35.8% | $2,527-29.4% | $4,299-58.5% |
| Participant deferral / active EE | $3,863 | $4,352-11.2% | $4,023-4.0% | $6,507-40.6% |
| Admin fee / account holder | $1,434 | $6,386-77.6% | $6,127-76.6% | $12,624-88.6% |