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 | $107,254 | $107,452-0.2% | $91,541+17.2% | $142,382-24.7% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 12.11% | 22.06%-9.9pp | 20.50%-8.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,369 | $2,994-54.3% | $2,505-45.3% | $4,299-68.2% |
| Participant deferral / active EE | $4,901 | $4,754+3.1% | $4,008+22.3% | $6,507-24.7% |
| Admin fee / account holder | $8,885 | $8,834+0.6% | $6,956+27.7% | $12,624-29.6% |