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 | $116,124 | $154,117-24.7% | $129,995-10.7% | $139,434-16.7% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 17.18% | 32.48%-15.3pp | -137.18%+154.4pp | 372.94%-355.8pp |
| Employer contribution / active EE | $8,987 | $5,289+69.9% | $4,320+108.0% | $4,751+89.2% |
| Participant deferral / active EE | $8,987 | $6,710+33.9% | $5,820+54.4% | $6,710+33.9% |
| Admin fee / account holder | $686 | $14,007-95.1% | $10,614-93.5% | $11,403-94.0% |