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 | $120,796 | $117,983+2.4% | $101,794+18.7% | $142,382-15.2% |
| Participation rate | 63.6% | 74.2%-10.6pp | 69.2%-5.5pp | 80.1%-16.5pp |
| Annual return | 14.46% | 36.92%-22.5pp | 30.53%-16.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,484 | $2,773-46.5% | $2,289-35.2% | $4,299-65.5% |
| Participant deferral / active EE | $4,303 | $4,714-8.7% | $4,084+5.4% | $6,507-33.9% |
| Admin fee / account holder | $5,621 | $10,433-46.1% | $8,777-36.0% | $12,624-55.5% |