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 4-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 | $131,968 | $70,669+86.7% | $169,368-22.1% | $75,163+75.6% |
| Participation rate | 62.8% | 64.8%-2.0pp | 77.1%-14.4pp | 67.2%-4.4pp |
| Annual return | 17.01% | 36.36%-19.3pp | 405.60%-388.6pp | 160.62%-143.6pp |
| Employer contribution / active EE | $2,676 | $2,211+21.1% | $4,013-33.3% | $2,670+0.2% |
| Participant deferral / active EE | $4,853 | $4,311+12.6% | $6,221-22.0% | $4,125+17.6% |
| Admin fee / account holder | $6,206 | $5,402+14.9% | $9,003-31.1% | $5,651+9.8% |