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 3-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 | $119,879 | $117,841+1.7% | $102,423+17.0% | $145,922-17.8% |
| Participation rate | 57.1% | 78.6%-21.4pp | 76.5%-19.3pp | 80.3%-23.1pp |
| Annual return | 13.79% | 31.65%-17.9pp | 29.32%-15.5pp | 561.29%-547.5pp |
| Employer contribution / active EE | $3,357 | $3,615-7.1% | $3,023+11.0% | $4,660-28.0% |
| Participant deferral / active EE | $5,553 | $5,731-3.1% | $5,053+9.9% | $6,688-17.0% |
| Admin fee / account holder | $3,475 | $13,326-73.9% | $9,451-63.2% | $13,397-74.1% |