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 | $114,269 | $115,882-1.4% | $100,516+13.7% | $158,922-28.1% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.7pp | 82.0%-15.3pp |
| Annual return | 13.37% | 34.79%-21.4pp | 30.89%-17.5pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,876 | $4,103-54.3% | $3,418-45.1% | $4,761-60.6% |
| Participant deferral / active EE | $2,532 | $6,674-62.1% | $6,270-59.6% | $5,982-57.7% |
| Admin fee / account holder | $17,502 | $10,995+59.2% | $8,081+116.6% | $11,246+55.6% |