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 | $96,933 | $179,726-46.1% | $156,263-38.0% | $142,382-31.9% |
| Participation rate | 68.8% | 82.1%-13.3pp | 78.9%-10.2pp | 80.1%-11.4pp |
| Annual return | 15.12% | 77.86%-62.7pp | 59.47%-44.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $3,350 | $5,069-33.9% | $4,333-22.7% | $4,299-22.1% |
| Participant deferral / active EE | $6,629 | $6,956-4.7% | $6,158+7.6% | $6,507+1.9% |
| Admin fee / account holder | $662 | $17,272-96.2% | $14,255-95.4% | $12,624-94.8% |