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 | $120,764 | $117,841+2.5% | $102,423+17.9% | $145,922-17.2% |
| Participation rate | 53.3% | 78.6%-25.3pp | 76.5%-23.2pp | 80.3%-26.9pp |
| Annual return | 27.14% | 31.65%-4.5pp | 29.32%-2.2pp | 561.29%-534.1pp |
| Employer contribution / active EE | $2,698 | $3,615-25.4% | $3,023-10.8% | $4,660-42.1% |
| Participant deferral / active EE | $5,737 | $5,731+0.1% | $5,053+13.5% | $6,688-14.2% |
| Admin fee / account holder | $7,053 | $13,326-47.1% | $9,451-25.4% | $13,397-47.4% |