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 8-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 | $109,427 | $127,065-13.9% | $113,168-3.3% | $142,382-23.1% |
| Participation rate | 57.1% | 79.2%-22.1pp | 76.6%-19.4pp | 80.1%-23.0pp |
| Annual return | 15.91% | 24.03%-8.1pp | 24.27%-8.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $4,216 | $3,442+22.5% | $2,975+41.7% | $4,299-1.9% |
| Participant deferral / active EE | $9,907 | $5,716+73.3% | $5,107+94.0% | $6,507+52.2% |
| Admin fee / account holder | $28,452 | $15,736+80.8% | $12,068+135.8% | $12,624+125.4% |