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 10-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 | $106,421 | $176,056-39.6% | $159,436-33.3% | $167,490-36.5% |
| Participation rate | 21.1% | 84.9%-63.9pp | 82.8%-61.8pp | 82.1%-61.1pp |
| Annual return | 12.99% | 331.75%-318.8pp | 263.57%-250.6pp | 478.56%-465.6pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,507 | $7,750-54.7% | $7,352-52.3% | $6,341-44.7% |
| Admin fee / account holder | $3,743 | $12,554-70.2% | $10,799-65.3% | $12,309-69.6% |