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 6-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 | $100,368 | $126,574-20.7% | $106,213-5.5% | $145,922-31.2% |
| Participation rate | 30.0% | 77.6%-47.6pp | 75.3%-45.3pp | 80.3%-50.3pp |
| Annual return | 13.36% | 224.79%-211.4pp | 116.14%-102.8pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,698 | $3,730-54.5% | $3,171-46.5% | $4,660-63.6% |
| Participant deferral / active EE | $5,936 | $5,724+3.7% | $5,016+18.4% | $6,688-11.2% |
| Admin fee / account holder | $4,701 | $17,304-72.8% | $11,033-57.4% | $13,397-64.9% |