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 4-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 | $85,834 | $95,266-9.9% | $82,389+4.2% | $142,382-39.7% |
| Participation rate | 52.2% | 74.5%-22.3pp | 69.5%-17.4pp | 80.1%-27.9pp |
| Annual return | 14.06% | 25.74%-11.7pp | 28.67%-14.6pp | 217.08%-203.0pp |
| Employer contribution / active EE | $3,482 | $2,991+16.4% | $2,517+38.4% | $4,299-19.0% |
| Participant deferral / active EE | $9,787 | $4,809+103.5% | $4,155+135.6% | $6,507+50.4% |
| Admin fee / account holder | $12,125 | $8,563+41.6% | $7,231+67.7% | $12,624-3.9% |