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 8-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 | $101,923 | $89,753+13.6% | $107,525-5.2% | $84,808+20.2% |
| Participation rate | 37.9% | 68.1%-30.1pp | 75.1%-37.1pp | 68.3%-30.4pp |
| Annual return | 15.31% | 29.48%-14.2pp | 181.32%-166.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,886 | $3,113-39.4% | $3,754-49.7% | $2,631-28.3% |
| Participant deferral / active EE | $5,382 | $4,056+32.7% | $5,116+5.2% | $4,212+27.8% |
| Admin fee / account holder | $3,799 | $7,222-47.4% | $8,919-57.4% | $7,344-48.3% |