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 | $102,832 | $152,587-32.6% | $125,175-17.8% | $152,861-32.7% |
| Participation rate | 40.0% | 83.3%-43.3pp | 79.8%-39.8pp | 82.4%-42.4pp |
| Annual return | 25.83% | 54.84%-29.0pp | 43.79%-18.0pp | 345.32%-319.5pp |
| Employer contribution / active EE | $4,900 | $4,946-0.9% | $3,865+26.8% | $4,762+2.9% |
| Participant deferral / active EE | $3,921 | $5,868-33.2% | $4,937-20.6% | $5,850-33.0% |
| Admin fee / account holder | $444 | $13,434-96.7% | $9,702-95.4% | $11,596-96.2% |