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 | $121,271 | $179,726-32.5% | $156,263-22.4% | $142,382-14.8% |
| Participation rate | 68.4% | 82.1%-13.7pp | 78.9%-10.5pp | 80.1%-11.7pp |
| Annual return | 13.12% | 77.86%-64.7pp | 59.47%-46.3pp | 217.08%-204.0pp |
| Employer contribution / active EE | $4,225 | $5,069-16.6% | $4,333-2.5% | $4,299-1.7% |
| Participant deferral / active EE | $5,991 | $6,956-13.9% | $6,158-2.7% | $6,507-7.9% |
| Admin fee / account holder | $54,597 | $17,272+216.1% | $14,255+283.0% | $12,624+332.5% |