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 6-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 | $138,892 | $109,413+26.9% | $156,263-11.1% | $84,808+63.8% |
| Participation rate | 41.1% | 72.7%-31.6pp | 78.9%-37.8pp | 68.3%-27.2pp |
| Annual return | 14.89% | 20.18%-5.3pp | 59.47%-44.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,008 | $2,907-30.9% | $4,333-53.7% | $2,631-23.7% |
| Participant deferral / active EE | $4,172 | $4,590-9.1% | $6,158-32.3% | $4,212-0.9% |
| Admin fee / account holder | $5,323 | $9,357-43.1% | $14,255-62.7% | $7,344-27.5% |