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 | $103,666 | $226,064-54.1% | $182,532-43.2% | $152,861-32.2% |
| Participation rate | 68.8% | 82.5%-13.7pp | 78.0%-9.2pp | 82.4%-13.7pp |
| Annual return | 13.57% | 192.51%-178.9pp | 148.54%-135.0pp | 345.32%-331.7pp |
| Employer contribution / active EE | $2,659 | $4,978-46.6% | $4,076-34.8% | $4,762-44.2% |
| Participant deferral / active EE | $6,819 | $6,368+7.1% | $5,524+23.4% | $5,850+16.6% |
| Admin fee / account holder | $10,721 | $10,703+0.2% | $8,592+24.8% | $11,596-7.6% |