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 | $101,487 | $179,726-43.5% | $156,263-35.1% | $142,382-28.7% |
| Participation rate | 63.6% | 82.1%-18.4pp | 78.9%-15.3pp | 80.1%-16.5pp |
| Annual return | 16.85% | 77.86%-61.0pp | 59.47%-42.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $5,043 | $5,069-0.5% | $4,333+16.4% | $4,299+17.3% |
| Participant deferral / active EE | $8,506 | $6,956+22.3% | $6,158+38.1% | $6,507+30.7% |
| Admin fee / account holder | $345 | $17,272-98.0% | $14,255-97.6% | $12,624-97.3% |