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 3-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 | $184,376 | $177,572+3.8% | $154,803+19.1% | $142,382+29.5% |
| Participation rate | 40.0% | 82.1%-42.1pp | 78.1%-38.1pp | 80.1%-40.1pp |
| Annual return | 18.83% | 65.07%-46.2pp | 58.88%-40.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,284 | $4,810-52.5% | $4,305-47.0% | $4,299-46.9% |
| Participant deferral / active EE | $10,038 | $6,272+60.1% | $5,540+81.2% | $6,507+54.3% |
| Admin fee / account holder | $1,505 | $16,786-91.0% | $14,329-89.5% | $12,624-88.1% |