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 | $87,391 | $116,175-24.8% | $93,606-6.6% | $152,861-42.8% |
| Participation rate | 52.4% | 78.0%-25.7pp | 75.8%-23.4pp | 82.4%-30.1pp |
| Annual return | 20.96% | 35.96%-15.0pp | 32.76%-11.8pp | 345.32%-324.4pp |
| Employer contribution / active EE | $1,133 | $3,218-64.8% | $2,718-58.3% | $4,762-76.2% |
| Participant deferral / active EE | $2,213 | $4,603-51.9% | $4,069-45.6% | $5,850-62.2% |
| Admin fee / account holder | $1,473 | $10,748-86.3% | $7,888-81.3% | $11,596-87.3% |