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 | $118,407 | $104,974+12.8% | $95,585+23.9% | $142,382-16.8% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.1%-32.1pp | 80.1%-40.1pp |
| Annual return | 12.56% | 210.33%-197.8pp | 38.56%-26.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,200 | $2,779-20.8% | $2,527-12.9% | $4,299-48.8% |
| Participant deferral / active EE | $6,482 | $4,352+48.9% | $4,023+61.1% | $6,507-0.4% |
| Admin fee / account holder | $1,017 | $6,386-84.1% | $6,127-83.4% | $12,624-91.9% |