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 | $103,916 | $109,881-5.4% | $150,045-30.7% | $84,808+22.5% |
| Participation rate | 64.5% | 76.1%-11.6pp | 82.3%-17.8pp | 68.3%-3.8pp |
| Annual return | 14.86% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,730 | $3,561-23.3% | $4,693-41.8% | $2,631+3.8% |
| Participant deferral / active EE | $8,451 | $6,636+27.4% | $7,997+5.7% | $4,212+100.7% |
| Admin fee / account holder | $18,488 | $8,568+115.8% | $13,435+37.6% | $7,344+151.7% |