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 | $93,862 | $159,602-41.2% | $150,045-37.4% | $142,382-34.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 15.70% | 70.24%-54.5pp | 62.55%-46.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $3,769 | $4,961-24.0% | $4,693-19.7% | $4,299-12.3% |
| Participant deferral / active EE | $11,731 | $8,310+41.2% | $7,997+46.7% | $6,507+80.3% |
| Admin fee / account holder | $1,128 | $14,846-92.4% | $13,435-91.6% | $12,624-91.1% |