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 4-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 | $123,831 | $210,408-41.1% | $153,485-19.3% | $145,922-15.1% |
| Participation rate | 50.0% | 82.1%-32.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 20.68% | 13.37%+7.3pp | 15.65%+5.0pp | 561.29%-540.6pp |
| Employer contribution / active EE | $5,372 | $6,048-11.2% | $5,039+6.6% | $4,660+15.3% |
| Participant deferral / active EE | $16,165 | $7,975+102.7% | $6,757+139.2% | $6,688+141.7% |
| Admin fee / account holder | $16,234 | $19,419-16.4% | $12,724+27.6% | $13,397+21.2% |