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 | $107,135 | $117,983-9.2% | $101,794+5.2% | $142,382-24.8% |
| Participation rate | 58.3% | 74.2%-15.9pp | 69.2%-10.9pp | 80.1%-21.8pp |
| Annual return | 16.51% | 36.92%-20.4pp | 30.53%-14.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,130 | $2,773-23.2% | $2,289-7.0% | $4,299-50.5% |
| Participant deferral / active EE | $5,294 | $4,714+12.3% | $4,084+29.6% | $6,507-18.6% |
| Admin fee / account holder | $449 | $10,433-95.7% | $8,777-94.9% | $12,624-96.4% |