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 | $113,641 | $177,572-36.0% | $154,803-26.6% | $142,382-20.2% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 17.39% | 65.07%-47.7pp | 58.88%-41.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $4,476 | $4,810-7.0% | $4,305+4.0% | $4,299+4.1% |
| Participant deferral / active EE | $7,401 | $6,272+18.0% | $5,540+33.6% | $6,507+13.7% |
| Admin fee / account holder | $4,781 | $16,786-71.5% | $14,329-66.6% | $12,624-62.1% |