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 6-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 | $118,257 | $148,534-20.4% | $135,903-13.0% | $139,434-15.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 15.12% | 79.19%-64.1pp | 68.23%-53.1pp | 372.94%-357.8pp |
| Employer contribution / active EE | $5,571 | $5,243+6.3% | $4,856+14.7% | $4,751+17.3% |
| Participant deferral / active EE | $8,945 | $8,100+10.4% | $7,758+15.3% | $6,710+33.3% |
| Admin fee / account holder | $411 | $12,400-96.7% | $10,762-96.2% | $11,403-96.4% |