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 | $102,752 | $95,416+7.7% | $185,823-44.7% | $85,850+19.7% |
| Participation rate | 68.4% | 68.8%-0.3pp | 81.7%-13.3pp | 69.3%-0.9pp |
| Annual return | 20.27% | 23.59%-3.3pp | 122.05%-101.8pp | 318.53%-298.3pp |
| Employer contribution / active EE | $1,917 | $3,314-42.2% | $5,167-62.9% | $2,565-25.3% |
| Participant deferral / active EE | $3,396 | $3,423-0.8% | $5,568-39.0% | $3,952-14.1% |
| Admin fee / account holder | $1,018 | $7,213-85.9% | $16,237-93.7% | $6,260-83.7% |