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 | $101,184 | $228,332-55.7% | $185,823-45.5% | $158,922-36.3% |
| Participation rate | 65.2% | 82.3%-17.1pp | 78.0%-12.8pp | 82.0%-16.7pp |
| Annual return | 21.96% | 40.80%-18.8pp | 35.95%-14.0pp | 302.83%-280.9pp |
| Employer contribution / active EE | $851 | $4,967-82.9% | $4,087-79.2% | $4,761-82.1% |
| Participant deferral / active EE | $7,701 | $6,415+20.1% | $5,632+36.7% | $5,982+28.7% |
| Admin fee / account holder | $911 | $11,864-92.3% | $9,500-90.4% | $11,246-91.9% |