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 | $111,236 | $159,602-30.3% | $150,045-25.9% | $142,382-21.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 72.89% | 70.24%+2.7pp | 62.55%+10.3pp | 217.08%-144.2pp |
| Employer contribution / active EE | $15,778 | $4,961+218.1% | $4,693+236.2% | $4,299+267.0% |
| Participant deferral / active EE | $5,283 | $8,310-36.4% | $7,997-33.9% | $6,507-18.8% |
| Admin fee / account holder | $7,172 | $14,846-51.7% | $13,435-46.6% | $12,624-43.2% |