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 | $113,376 | $214,378-47.1% | $200,582-43.5% | $142,382-20.4% |
| Participation rate | 64.3% | 87.4%-23.2pp | 86.9%-22.6pp | 80.1%-15.8pp |
| Annual return | 97.73% | 46.41%+51.3pp | 42.33%+55.4pp | 217.08%-119.3pp |
| Employer contribution / active EE | $6,766 | $6,841-1.1% | $6,419+5.4% | $4,299+57.4% |
| Participant deferral / active EE | $14,375 | $9,865+45.7% | $9,331+54.1% | $6,507+120.9% |
| Admin fee / account holder | $11,434 | $17,692-35.4% | $16,305-29.9% | $12,624-9.4% |