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 5-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 | $123,058 | $202,432-39.2% | $169,368-27.3% | $139,434-11.7% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 17.29% | 531.74%-514.4pp | 405.60%-388.3pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,444 | $4,692-47.9% | $4,013-39.1% | $4,751-48.6% |
| Participant deferral / active EE | $7,834 | $6,938+12.9% | $6,221+25.9% | $6,710+16.7% |
| Admin fee / account holder | $1,698 | $10,708-84.1% | $9,003-81.1% | $11,403-85.1% |