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 | $115,668 | $133,922-13.6% | $116,228-0.5% | $142,382-18.8% |
| Participation rate | 64.3% | 77.9%-13.6pp | 74.6%-10.3pp | 80.1%-15.8pp |
| Annual return | 11.64% | 147.76%-136.1pp | 90.06%-78.4pp | 217.08%-205.4pp |
| Employer contribution / active EE | $2,149 | $3,446-37.6% | $2,994-28.2% | $4,299-50.0% |
| Participant deferral / active EE | $6,515 | $5,672+14.9% | $4,953+31.5% | $6,507+0.1% |
| Admin fee / account holder | $47,943 | $14,945+220.8% | $11,989+299.9% | $12,624+279.8% |