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 6-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 | $101,814 | $104,974-3.0% | $95,585+6.5% | $142,382-28.5% |
| Participation rate | 27.3% | 75.0%-47.7pp | 72.1%-44.8pp | 80.1%-52.8pp |
| Annual return | 17.30% | 210.33%-193.0pp | 38.56%-21.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,056 | $2,779-62.0% | $2,527-58.2% | $4,299-75.4% |
| Participant deferral / active EE | $5,359 | $4,352+23.1% | $4,023+33.2% | $6,507-17.6% |
| Admin fee / account holder | $2,483 | $6,386-61.1% | $6,127-59.5% | $12,624-80.3% |