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 | $95,306 | $85,022+12.1% | $70,515+35.2% | $139,434-31.6% |
| Participation rate | 69.2% | 73.9%-4.7pp | 68.3%+0.9pp | 80.3%-11.1pp |
| Annual return | 22.21% | 30.38%-8.2pp | 32.77%-10.6pp | 372.94%-350.7pp |
| Employer contribution / active EE | $4,544 | $3,909+16.3% | $2,973+52.8% | $4,751-4.3% |
| Participant deferral / active EE | $11,236 | $5,890+90.8% | $4,567+146.0% | $6,710+67.4% |
| Admin fee / account holder | $658 | $8,906-92.6% | $6,412-89.7% | $11,403-94.2% |