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 | $107,778 | $133,922-19.5% | $116,228-7.3% | $142,382-24.3% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.6%-7.9pp | 80.1%-13.5pp |
| Annual return | 14.50% | 147.76%-133.3pp | 90.06%-75.6pp | 217.08%-202.6pp |
| Employer contribution / active EE | $3,835 | $3,446+11.3% | $2,994+28.1% | $4,299-10.8% |
| Participant deferral / active EE | $4,866 | $5,672-14.2% | $4,953-1.8% | $6,507-25.2% |
| Admin fee / account holder | $8,067 | $14,945-46.0% | $11,989-32.7% | $12,624-36.1% |