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 | $120,511 | $106,515+13.1% | $96,683+24.6% | $139,434-13.6% |
| Participation rate | 58.3% | 77.8%-19.5pp | 74.3%-16.0pp | 80.3%-22.0pp |
| Annual return | 16.51% | 38.43%-21.9pp | 35.69%-19.2pp | 372.94%-356.4pp |
| Employer contribution / active EE | $2,517 | $4,103-38.7% | $3,737-32.6% | $4,751-47.0% |
| Participant deferral / active EE | $9,397 | $5,454+72.3% | $4,878+92.6% | $6,710+40.0% |
| Admin fee / account holder | $1,255 | $7,877-84.1% | $6,730-81.4% | $11,403-89.0% |