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 8-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 | $97,557 | $185,822-47.5% | $169,993-42.6% | $139,434-30.0% |
| Participation rate | 40.0% | 87.8%-47.8pp | 87.0%-47.0pp | 80.3%-40.3pp |
| Annual return | 28.36% | 60.50%-32.1pp | 53.37%-25.0pp | 372.94%-344.6pp |
| Employer contribution / active EE | $2,271 | $7,590-70.1% | $6,785-66.5% | $4,751-52.2% |
| Participant deferral / active EE | $9,904 | $11,622-14.8% | $10,408-4.8% | $6,710+47.6% |
| Admin fee / account holder | $370 | $15,381-97.6% | $12,815-97.1% | $11,403-96.8% |