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 6-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 | $99,549 | $100,773-1.2% | $88,946+11.9% | $142,382-30.1% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 11.67% | 70.18%-58.5pp | 57.82%-46.2pp | 217.08%-205.4pp |
| Employer contribution / active EE | $5,114 | $2,918+75.3% | $2,555+100.2% | $4,299+19.0% |
| Participant deferral / active EE | $8,890 | $5,230+70.0% | $4,581+94.1% | $6,507+36.6% |
| Admin fee / account holder | $15,712 | $9,693+62.1% | $8,261+90.2% | $12,624+24.5% |