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 9-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 | $109,556 | $124,281-11.8% | $109,143+0.4% | $167,490-34.6% |
| Participation rate | 33.3% | 79.4%-46.1pp | 75.9%-42.5pp | 82.1%-48.8pp |
| Annual return | 13.52% | 26.04%-12.5pp | 25.75%-12.2pp | 478.56%-465.0pp |
| Employer contribution / active EE | $4,655 | $4,207+10.6% | $3,722+25.1% | $4,837-3.8% |
| Participant deferral / active EE | $5,084 | $5,255-3.3% | $4,653+9.3% | $6,341-19.8% |
| Admin fee / account holder | $4,426 | $7,970-44.5% | $6,752-34.5% | $12,309-64.0% |