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 | $129,237 | $165,984-22.1% | $164,813-21.6% | $145,922-11.4% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-46.9pp |
| Annual return | 26.26% | 100.03%-73.8pp | 69.93%-43.7pp | 561.29%-535.0pp |
| Employer contribution / active EE | $15,333 | $5,273+190.8% | $4,341+253.2% | $4,660+229.1% |
| Participant deferral / active EE | $10,167 | $6,959+46.1% | $6,031+68.6% | $6,688+52.0% |
| Admin fee / account holder | $9,658 | $16,648-42.0% | $12,690-23.9% | $13,397-27.9% |