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 | $107,904 | $238,490-54.8% | $180,183-40.1% | $142,382-24.2% |
| Participation rate | 63.2% | 82.3%-19.1pp | 77.4%-14.3pp | 80.1%-17.0pp |
| Annual return | 18.05% | 33.56%-15.5pp | 27.86%-9.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $4,255 | $6,143-30.7% | $5,039-15.6% | $4,299-1.0% |
| Participant deferral / active EE | $8,965 | $7,996+12.1% | $6,822+31.4% | $6,507+37.8% |
| Admin fee / account holder | $11,208 | $28,866-61.2% | $19,975-43.9% | $12,624-11.2% |