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 6-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 | $108,687 | $114,381-5.0% | $107,525+1.1% | $142,382-23.7% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 27.34% | 242.71%-215.4pp | 181.32%-154.0pp | 217.08%-189.7pp |
| Employer contribution / active EE | $1,647 | $4,015-59.0% | $3,754-56.1% | $4,299-61.7% |
| Participant deferral / active EE | $6,548 | $5,564+17.7% | $5,116+28.0% | $6,507+0.6% |
| Admin fee / account holder | $640 | $9,860-93.5% | $8,919-92.8% | $12,624-94.9% |