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 7-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 | $95,387 | $81,460+17.1% | $103,333-7.7% | $80,856+18.0% |
| Participation rate | 44.0% | 66.8%-22.8pp | 74.5%-30.5pp | 67.6%-23.6pp |
| Annual return | 69.95% | 25.55%+44.4pp | 24.88%+45.1pp | 35.59%+34.4pp |
| Employer contribution / active EE | $1,798 | $3,105-42.1% | $3,868-53.5% | $2,755-34.7% |
| Participant deferral / active EE | $3,572 | $3,869-7.7% | $5,057-29.4% | $4,296-16.8% |
| Admin fee / account holder | $5,807 | $6,566-11.6% | $8,355-30.5% | $6,918-16.1% |