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 | $103,621 | $126,574-18.1% | $106,213-2.4% | $145,922-29.0% |
| Participation rate | 57.1% | 77.6%-20.5pp | 75.3%-18.1pp | 80.3%-23.1pp |
| Annual return | 8.51% | 224.79%-216.3pp | 116.14%-107.6pp | 561.29%-552.8pp |
| Employer contribution / active EE | $1,118 | $3,730-70.0% | $3,171-64.7% | $4,660-76.0% |
| Participant deferral / active EE | $1,731 | $5,724-69.7% | $5,016-65.5% | $6,688-74.1% |
| Admin fee / account holder | $4,609 | $17,304-73.4% | $11,033-58.2% | $13,397-65.6% |