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 | $105,033 | $157,256-33.2% | $141,162-25.6% | $152,861-31.3% |
| Participation rate | 34.8% | 84.8%-50.0pp | 82.5%-47.7pp | 82.4%-47.7pp |
| Annual return | 20.52% | 64.32%-43.8pp | 71.39%-50.9pp | 345.32%-324.8pp |
| Employer contribution / active EE | $1,173 | $5,261-77.7% | $4,735-75.2% | $4,762-75.4% |
| Participant deferral / active EE | $2,796 | $7,109-60.7% | $6,709-58.3% | $5,850-52.2% |
| Admin fee / account holder | $879 | $12,120-92.7% | $10,261-91.4% | $11,596-92.4% |