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 | $127,917 | $114,381+11.8% | $107,525+19.0% | $142,382-10.2% |
| Participation rate | 52.4% | 78.1%-25.8pp | 75.1%-22.7pp | 80.1%-27.7pp |
| Annual return | 13.89% | 242.71%-228.8pp | 181.32%-167.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,832 | $4,015-54.4% | $3,754-51.2% | $4,299-57.4% |
| Participant deferral / active EE | $4,056 | $5,564-27.1% | $5,116-20.7% | $6,507-37.7% |
| Admin fee / account holder | $706 | $9,860-92.8% | $8,919-92.1% | $12,624-94.4% |