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 10-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 | $93,597 | $159,602-41.4% | $150,045-37.6% | $142,382-34.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 38.70% | 70.24%-31.5pp | 62.55%-23.8pp | 217.08%-178.4pp |
| Employer contribution / active EE | $2,047 | $4,961-58.7% | $4,693-56.4% | $4,299-52.4% |
| Participant deferral / active EE | $9,571 | $8,310+15.2% | $7,997+19.7% | $6,507+47.1% |
| Admin fee / account holder | $165,294 | $14,846+1013.4% | $13,435+1130.3% | $12,624+1209.4% |