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 8-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 | $122,186 | $179,726-32.0% | $156,263-21.8% | $142,382-14.2% |
| Participation rate | 68.4% | 82.1%-13.7pp | 78.9%-10.5pp | 80.1%-11.7pp |
| Annual return | 77.10% | 77.86%-0.8pp | 59.47%+17.6pp | 217.08%-140.0pp |
| Employer contribution / active EE | $2,973 | $5,069-41.4% | $4,333-31.4% | $4,299-30.9% |
| Participant deferral / active EE | $7,222 | $6,956+3.8% | $6,158+17.3% | $6,507+11.0% |
| Admin fee / account holder | $12,708 | $17,272-26.4% | $14,255-10.9% | $12,624+0.7% |