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 6-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 | $154,872 | $117,841+31.4% | $102,423+51.2% | $145,922+6.1% |
| Participation rate | 20.0% | 78.6%-58.6pp | 76.5%-56.5pp | 80.3%-60.3pp |
| Annual return | 12.63% | 31.65%-19.0pp | 29.32%-16.7pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,997 | $3,615-17.1% | $3,023-0.9% | $4,660-35.7% |
| Participant deferral / active EE | $3,747 | $5,731-34.6% | $5,053-25.8% | $6,688-44.0% |
| Admin fee / account holder | $825 | $13,326-93.8% | $9,451-91.3% | $13,397-93.8% |