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 5-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 | $83,356 | $159,602-47.8% | $150,045-44.4% | $142,382-41.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 20.26% | 70.24%-50.0pp | 62.55%-42.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $4,854 | $4,961-2.2% | $4,693+3.4% | $4,299+12.9% |
| Participant deferral / active EE | $10,066 | $8,310+21.1% | $7,997+25.9% | $6,507+54.7% |
| Admin fee / account holder | $862 | $14,846-94.2% | $13,435-93.6% | $12,624-93.2% |