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 9-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 | $95,942 | $106,515-9.9% | $96,683-0.8% | $139,434-31.2% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 15.12% | 38.43%-23.3pp | 35.69%-20.6pp | 372.94%-357.8pp |
| Employer contribution / active EE | $5,596 | $4,103+36.4% | $3,737+49.8% | $4,751+17.8% |
| Participant deferral / active EE | $9,968 | $5,454+82.8% | $4,878+104.3% | $6,710+48.6% |
| Admin fee / account holder | $4,560 | $7,877-42.1% | $6,730-32.2% | $11,403-60.0% |