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 | $127,291 | $127,065+0.2% | $113,168+12.5% | $142,382-10.6% |
| Participation rate | 40.0% | 79.2%-39.2pp | 76.6%-36.6pp | 80.1%-40.1pp |
| Annual return | 21.64% | 24.03%-2.4pp | 24.27%-2.6pp | 217.08%-195.4pp |
| Employer contribution / active EE | $910 | $3,442-73.6% | $2,975-69.4% | $4,299-78.8% |
| Participant deferral / active EE | $5,528 | $5,716-3.3% | $5,107+8.2% | $6,507-15.1% |
| Admin fee / account holder | $791 | $15,736-95.0% | $12,068-93.4% | $12,624-93.7% |