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 | $102,257 | $106,890-4.3% | $84,015+21.7% | $152,861-33.1% |
| Participation rate | 39.1% | 75.2%-36.1pp | 69.0%-29.9pp | 82.4%-43.3pp |
| Annual return | 12.26% | 104.99%-92.7pp | 71.31%-59.0pp | 345.32%-333.1pp |
| Employer contribution / active EE | $4,350 | $2,734+59.1% | $1,983+119.3% | $4,762-8.7% |
| Participant deferral / active EE | $1,225 | $4,011-69.5% | $3,239-62.2% | $5,850-79.1% |
| Admin fee / account holder | $1,389 | $8,285-83.2% | $6,101-77.2% | $11,596-88.0% |