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 9-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 | $123,106 | $114,381+7.6% | $107,525+14.5% | $142,382-13.5% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.1%-35.1pp | 80.1%-40.1pp |
| Annual return | 14.95% | 242.71%-227.8pp | 181.32%-166.4pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,372 | $4,015-65.8% | $3,754-63.4% | $4,299-68.1% |
| Participant deferral / active EE | $4,112 | $5,564-26.1% | $5,116-19.6% | $6,507-36.8% |
| Admin fee / account holder | $3,833 | $9,860-61.1% | $8,919-57.0% | $12,624-69.6% |