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 | $116,087 | $165,335-29.8% | $149,696-22.5% | $158,922-27.0% |
| Participation rate | 69.2% | 84.6%-15.3pp | 82.5%-13.2pp | 82.0%-12.7pp |
| Annual return | 37.29% | 348.15%-310.9pp | 276.60%-239.3pp | 302.83%-265.5pp |
| Employer contribution / active EE | $2,951 | $5,103-42.2% | $4,644-36.5% | $4,761-38.0% |
| Participant deferral / active EE | $8,693 | $7,181+21.1% | $6,842+27.1% | $5,982+45.3% |
| Admin fee / account holder | $1,406 | $10,807-87.0% | $9,309-84.9% | $11,246-87.5% |