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 6-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 | $130,065 | $104,974+23.9% | $95,585+36.1% | $142,382-8.7% |
| Participation rate | 58.8% | 75.0%-16.1pp | 72.1%-13.2pp | 80.1%-21.3pp |
| Annual return | 13.19% | 210.33%-197.1pp | 38.56%-25.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $3,599 | $2,779+29.5% | $2,527+42.4% | $4,299-16.3% |
| Participant deferral / active EE | $7,706 | $4,352+77.1% | $4,023+91.6% | $6,507+18.4% |
| Admin fee / account holder | $8,735 | $6,386+36.8% | $6,127+42.6% | $12,624-30.8% |