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 9-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 | $123,311 | $165,984-25.7% | $164,813-25.2% | $145,922-15.5% |
| Participation rate | 69.2% | 82.0%-12.8pp | 78.6%-9.4pp | 80.3%-11.0pp |
| Annual return | 13.18% | 100.03%-86.9pp | 69.93%-56.8pp | 561.29%-548.1pp |
| Employer contribution / active EE | $3,733 | $5,273-29.2% | $4,341-14.0% | $4,660-19.9% |
| Participant deferral / active EE | $3,954 | $6,959-43.2% | $6,031-34.4% | $6,688-40.9% |
| Admin fee / account holder | $8,952 | $16,648-46.2% | $12,690-29.5% | $13,397-33.2% |