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 | $97,424 | $185,822-47.6% | $169,993-42.7% | $139,434-30.1% |
| Participation rate | 47.4% | 87.8%-40.4pp | 87.0%-39.6pp | 80.3%-33.0pp |
| Annual return | 21.98% | 60.50%-38.5pp | 53.37%-31.4pp | 372.94%-351.0pp |
| Employer contribution / active EE | $2,780 | $7,590-63.4% | $6,785-59.0% | $4,751-41.5% |
| Participant deferral / active EE | $3,997 | $11,622-65.6% | $10,408-61.6% | $6,710-40.4% |
| Admin fee / account holder | $11,416 | $15,381-25.8% | $12,815-10.9% | $11,403+0.1% |