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 | $92,893 | $159,602-41.8% | $150,045-38.1% | $142,382-34.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 16.07% | 70.24%-54.2pp | 62.55%-46.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $4,533 | $4,961-8.6% | $4,693-3.4% | $4,299+5.4% |
| Participant deferral / active EE | $7,820 | $8,310-5.9% | $7,997-2.2% | $6,507+20.2% |
| Admin fee / account holder | $49,430 | $14,846+232.9% | $13,435+267.9% | $12,624+291.6% |