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 5-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 | $137,171 | $209,832-34.6% | $189,513-27.6% | $167,490-18.1% |
| Participation rate | 69.6% | 88.7%-19.1pp | 87.8%-18.2pp | 82.1%-12.5pp |
| Annual return | 18.60% | 748.27%-729.7pp | 555.15%-536.5pp | 478.56%-460.0pp |
| Employer contribution / active EE | $5,595 | $6,914-19.1% | $6,162-9.2% | $4,837+15.7% |
| Participant deferral / active EE | $11,809 | $8,935+32.2% | $8,221+43.6% | $6,341+86.2% |
| Admin fee / account holder | $1,798 | $14,293-87.4% | $12,045-85.1% | $12,309-85.4% |