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 | $116,288 | $197,591-41.1% | $177,821-34.6% | $158,922-26.8% |
| Participation rate | 64.3% | 88.5%-24.3pp | 87.7%-23.4pp | 82.0%-17.7pp |
| Annual return | 16.62% | 58.76%-42.1pp | 48.32%-31.7pp | 302.83%-286.2pp |
| Employer contribution / active EE | $3,780 | $6,697-43.6% | $5,918-36.1% | $4,761-20.6% |
| Participant deferral / active EE | $7,661 | $8,405-8.8% | $7,714-0.7% | $5,982+28.1% |
| Admin fee / account holder | $29,533 | $15,399+91.8% | $12,427+137.6% | $11,246+162.6% |