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 | $97,542 | $114,381-14.7% | $107,525-9.3% | $142,382-31.5% |
| Participation rate | 47.4% | 78.1%-30.8pp | 75.1%-27.7pp | 80.1%-32.8pp |
| Annual return | 18.84% | 242.71%-223.9pp | 181.32%-162.5pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,046 | $4,015-49.0% | $3,754-45.5% | $4,299-52.4% |
| Participant deferral / active EE | $3,532 | $5,564-36.5% | $5,116-31.0% | $6,507-45.7% |
| Admin fee / account holder | $2,923 | $9,860-70.4% | $8,919-67.2% | $12,624-76.8% |