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 8-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 | $143,322 | $159,901-10.4% | $146,958-2.5% | $145,922-1.8% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 13.56% | 98.13%-84.6pp | 418.34%-404.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $3,201 | $5,286-39.4% | $4,933-35.1% | $4,660-31.3% |
| Participant deferral / active EE | $8,182 | $8,428-2.9% | $8,070+1.4% | $6,688+22.3% |
| Admin fee / account holder | $16,078 | $15,044+6.9% | $12,998+23.7% | $13,397+20.0% |