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 | $124,168 | $133,922-7.3% | $116,228+6.8% | $142,382-12.8% |
| Participation rate | 41.2% | 77.9%-36.7pp | 74.6%-33.4pp | 80.1%-38.9pp |
| Annual return | 14.16% | 147.76%-133.6pp | 90.06%-75.9pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,455 | $3,446-57.8% | $2,994-51.4% | $4,299-66.2% |
| Participant deferral / active EE | $5,067 | $5,672-10.7% | $4,953+2.3% | $6,507-22.1% |
| Admin fee / account holder | $59,187 | $14,945+296.0% | $11,989+393.7% | $12,624+368.9% |