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 7-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 | $131,163 | $117,983+11.2% | $101,794+28.9% | $142,382-7.9% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.2%-69.2pp | 80.1%-80.1pp |
| Annual return | 14.67% | 36.92%-22.2pp | 30.53%-15.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,698 | $2,773-2.7% | $2,289+17.9% | $4,299-37.2% |
| Participant deferral / active EE | $7,395 | $4,714+56.9% | $4,084+81.1% | $6,507+13.6% |
| Admin fee / account holder | $4,524 | $10,433-56.6% | $8,777-48.5% | $12,624-64.2% |