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 5-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 | $95,597 | $159,602-40.1% | $150,045-36.3% | $142,382-32.9% |
| Participation rate | 61.5% | 84.0%-22.4pp | 82.3%-20.8pp | 80.1%-18.6pp |
| Annual return | 19.55% | 70.24%-50.7pp | 62.55%-43.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $3,511 | $4,961-29.2% | $4,693-25.2% | $4,299-18.3% |
| Participant deferral / active EE | $10,558 | $8,310+27.1% | $7,997+32.0% | $6,507+62.3% |
| Admin fee / account holder | $840 | $14,846-94.3% | $13,435-93.7% | $12,624-93.3% |