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 | $104,210 | $111,754-6.7% | $103,333+0.8% | $145,922-28.6% |
| Participation rate | 57.9% | 77.9%-20.0pp | 74.5%-16.6pp | 80.3%-22.4pp |
| Annual return | 16.48% | 24.77%-8.3pp | 24.88%-8.4pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,842 | $4,212-56.3% | $3,868-52.4% | $4,660-60.5% |
| Participant deferral / active EE | $6,553 | $5,619+16.6% | $5,057+29.6% | $6,688-2.0% |
| Admin fee / account holder | $2,484 | $9,750-74.5% | $8,355-70.3% | $13,397-81.5% |