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 7-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 | $105,032 | $114,381-8.2% | $107,525-2.3% | $142,382-26.2% |
| Participation rate | 43.5% | 78.1%-34.7pp | 75.1%-31.6pp | 80.1%-36.6pp |
| Annual return | 18.19% | 242.71%-224.5pp | 181.32%-163.1pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,461 | $4,015-38.7% | $3,754-34.4% | $4,299-42.8% |
| Participant deferral / active EE | $6,779 | $5,564+21.8% | $5,116+32.5% | $6,507+4.2% |
| Admin fee / account holder | $11,176 | $9,860+13.3% | $8,919+25.3% | $12,624-11.5% |