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 | $93,644 | $78,705+19.0% | $117,854-20.5% | $70,131+33.5% |
| Participation rate | 67.1% | 73.2%-6.1pp | 79.7%-12.6pp | 69.5%-2.5pp |
| Annual return | 20.66% | 23.30%-2.6pp | 335.08%-314.4pp | 73.14%-52.5pp |
| Employer contribution / active EE | $1,383 | $2,223-37.8% | $3,786-63.5% | $2,342-41.0% |
| Participant deferral / active EE | $3,722 | $3,297+12.9% | $4,482-16.9% | $3,332+11.7% |
| Admin fee / account holder | $4,597 | $5,065-9.2% | $8,020-42.7% | $4,645-1.0% |