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 | $91,039 | $159,602-43.0% | $150,045-39.3% | $142,382-36.1% |
| Participation rate | 69.2% | 84.0%-14.7pp | 82.3%-13.1pp | 80.1%-10.9pp |
| Annual return | 23.26% | 70.24%-47.0pp | 62.55%-39.3pp | 217.08%-193.8pp |
| Employer contribution / active EE | $11,322 | $4,961+128.2% | $4,693+141.2% | $4,299+163.4% |
| Participant deferral / active EE | $8,643 | $8,310+4.0% | $7,997+8.1% | $6,507+32.8% |
| Admin fee / account holder | $3,973 | $14,846-73.2% | $13,435-70.4% | $12,624-68.5% |