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 | $97,452 | $109,881-11.3% | $150,045-35.1% | $84,808+14.9% |
| Participation rate | 67.9% | 76.1%-8.2pp | 82.3%-14.5pp | 68.3%-0.5pp |
| Annual return | 17.77% | 28.25%-10.5pp | 62.55%-44.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $6,178 | $3,561+73.5% | $4,693+31.6% | $2,631+134.8% |
| Participant deferral / active EE | $8,683 | $6,636+30.8% | $7,997+8.6% | $4,212+106.2% |
| Admin fee / account holder | $4,120 | $8,568-51.9% | $13,435-69.3% | $7,344-43.9% |