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 3-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 | $91,627 | $159,602-42.6% | $150,045-38.9% | $142,382-35.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 26.56% | 70.24%-43.7pp | 62.55%-36.0pp | 217.08%-190.5pp |
| Employer contribution / active EE | $2,216 | $4,961-55.3% | $4,693-52.8% | $4,299-48.5% |
| Participant deferral / active EE | $11,077 | $8,310+33.3% | $7,997+38.5% | $6,507+70.2% |
| Admin fee / account holder | $326 | $14,846-97.8% | $13,435-97.6% | $12,624-97.4% |