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 | $100,635 | $148,534-32.2% | $135,903-26.0% | $139,434-27.8% |
| Participation rate | 63.2% | 83.9%-20.7pp | 81.9%-18.7pp | 80.3%-17.2pp |
| Annual return | 22.58% | 79.19%-56.6pp | 68.23%-45.7pp | 372.94%-350.4pp |
| Employer contribution / active EE | $7,648 | $5,243+45.9% | $4,856+57.5% | $4,751+61.0% |
| Participant deferral / active EE | $2,823 | $8,100-65.2% | $7,758-63.6% | $6,710-57.9% |
| Admin fee / account holder | $2,736 | $12,400-77.9% | $10,762-74.6% | $11,403-76.0% |