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 | $120,983 | $114,381+5.8% | $107,525+12.5% | $142,382-15.0% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.1%-12.6pp | 80.1%-17.6pp |
| Annual return | 25.64% | 242.71%-217.1pp | 181.32%-155.7pp | 217.08%-191.4pp |
| Employer contribution / active EE | $2,199 | $4,015-45.2% | $3,754-41.4% | $4,299-48.9% |
| Participant deferral / active EE | $4,368 | $5,564-21.5% | $5,116-14.6% | $6,507-32.9% |
| Admin fee / account holder | $1,688 | $9,860-82.9% | $8,919-81.1% | $12,624-86.6% |