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 10-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 | $126,435 | $159,602-20.8% | $150,045-15.7% | $142,382-11.2% |
| Participation rate | 68.8% | 84.0%-15.2pp | 82.3%-13.6pp | 80.1%-11.4pp |
| Annual return | 16.79% | 70.24%-53.4pp | 62.55%-45.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $4,260 | $4,961-14.1% | $4,693-9.2% | $4,299-0.9% |
| Participant deferral / active EE | $10,084 | $8,310+21.4% | $7,997+26.1% | $6,507+55.0% |
| Admin fee / account holder | $8,161 | $14,846-45.0% | $13,435-39.3% | $12,624-35.4% |