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 | $114,606 | $177,572-35.5% | $154,803-26.0% | $142,382-19.5% |
| Participation rate | 28.6% | 82.1%-53.5pp | 78.1%-49.5pp | 80.1%-51.5pp |
| Annual return | 14.42% | 65.07%-50.6pp | 58.88%-44.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,000 | $4,810-58.4% | $4,305-53.5% | $4,299-53.5% |
| Participant deferral / active EE | $3,286 | $6,272-47.6% | $5,540-40.7% | $6,507-49.5% |
| Admin fee / account holder | $957 | $16,786-94.3% | $14,329-93.3% | $12,624-92.4% |