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 4-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 | $120,492 | $114,381+5.3% | $107,525+12.1% | $142,382-15.4% |
| Participation rate | 30.8% | 78.1%-47.4pp | 75.1%-44.3pp | 80.1%-49.4pp |
| Annual return | 22.67% | 242.71%-220.0pp | 181.32%-158.6pp | 217.08%-194.4pp |
| Employer contribution / active EE | $1,878 | $4,015-53.2% | $3,754-50.0% | $4,299-56.3% |
| Participant deferral / active EE | $8,340 | $5,564+49.9% | $5,116+63.0% | $6,507+28.2% |
| Admin fee / account holder | $2,380 | $9,860-75.9% | $8,919-73.3% | $12,624-81.1% |