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 | $95,089 | $89,753+5.9% | $107,525-11.6% | $84,808+12.1% |
| Participation rate | 62.8% | 68.1%-5.3pp | 75.1%-12.3pp | 68.3%-5.5pp |
| Annual return | 13.42% | 29.48%-16.1pp | 181.32%-167.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,109 | $3,113-32.2% | $3,754-43.8% | $2,631-19.8% |
| Participant deferral / active EE | $5,732 | $4,056+41.3% | $5,116+12.0% | $4,212+36.1% |
| Admin fee / account holder | $4,102 | $7,222-43.2% | $8,919-54.0% | $7,344-44.1% |