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 8-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 | $114,990 | $116,175-1.0% | $93,606+22.8% | $152,861-24.8% |
| Participation rate | 66.7% | 78.0%-11.4pp | 75.8%-9.2pp | 82.4%-15.8pp |
| Annual return | 22.66% | 35.96%-13.3pp | 32.76%-10.1pp | 345.32%-322.7pp |
| Employer contribution / active EE | $2,193 | $3,218-31.8% | $2,718-19.3% | $4,762-53.9% |
| Participant deferral / active EE | $6,369 | $4,603+38.4% | $4,069+56.5% | $5,850+8.9% |
| Admin fee / account holder | $938 | $10,748-91.3% | $7,888-88.1% | $11,596-91.9% |