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 | $91,538 | $117,841-22.3% | $102,423-10.6% | $145,922-37.3% |
| Participation rate | 47.1% | 78.6%-31.5pp | 76.5%-29.4pp | 80.3%-33.2pp |
| Annual return | 12.02% | 31.65%-19.6pp | 29.32%-17.3pp | 561.29%-549.3pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,033 | $5,731-64.5% | $5,053-59.8% | $6,688-69.6% |
| Admin fee / account holder | $9,648 | $13,326-27.6% | $9,451+2.1% | $13,397-28.0% |