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 10-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 | $106,894 | $177,572-39.8% | $154,803-30.9% | $142,382-24.9% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.1%-15.6pp | 80.1%-17.6pp |
| Annual return | 26.39% | 65.07%-38.7pp | 58.88%-32.5pp | 217.08%-190.7pp |
| Employer contribution / active EE | $5,465 | $4,810+13.6% | $4,305+26.9% | $4,299+27.1% |
| Participant deferral / active EE | $4,361 | $6,272-30.5% | $5,540-21.3% | $6,507-33.0% |
| Admin fee / account holder | $1,362 | $16,786-91.9% | $14,329-90.5% | $12,624-89.2% |