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 9-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 | $104,372 | $101,724+2.6% | $164,813-36.7% | $80,856+29.1% |
| Participation rate | 63.9% | 71.8%-7.9pp | 78.6%-14.7pp | 67.6%-3.7pp |
| Annual return | 16.42% | 16.72%-0.3pp | 69.93%-53.5pp | 35.59%-19.2pp |
| Employer contribution / active EE | $3,107 | $2,953+5.2% | $4,341-28.4% | $2,755+12.8% |
| Participant deferral / active EE | $5,145 | $4,477+14.9% | $6,031-14.7% | $4,296+19.8% |
| Admin fee / account holder | $18,867 | $8,227+129.3% | $12,690+48.7% | $6,918+172.7% |