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 5-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 | $111,743 | $114,381-2.3% | $107,525+3.9% | $142,382-21.5% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.1%-50.1pp | 80.1%-55.1pp |
| Annual return | 12.21% | 242.71%-230.5pp | 181.32%-169.1pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,655 | $4,015-58.8% | $3,754-55.9% | $4,299-61.5% |
| Participant deferral / active EE | $7,121 | $5,564+28.0% | $5,116+39.2% | $6,507+9.4% |
| Admin fee / account holder | $2,107 | $9,860-78.6% | $8,919-76.4% | $12,624-83.3% |