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 | $106,021 | $179,726-41.0% | $156,263-32.2% | $142,382-25.5% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.9%-21.8pp | 80.1%-23.0pp |
| Annual return | 15.23% | 77.86%-62.6pp | 59.47%-44.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,882 | $5,069-62.9% | $4,333-56.6% | $4,299-56.2% |
| Participant deferral / active EE | $3,728 | $6,956-46.4% | $6,158-39.5% | $6,507-42.7% |
| Admin fee / account holder | $76,101 | $17,272+340.6% | $14,255+433.9% | $12,624+502.8% |