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 | $97,160 | $65,561+48.2% | $86,188+12.7% | $75,163+29.3% |
| Participation rate | 51.9% | 60.5%-8.6pp | 69.0%-17.1pp | 67.2%-15.3pp |
| Annual return | 17.64% | 46.05%-28.4pp | 1168.45%-1150.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,394 | $1,553-10.2% | $2,380-41.4% | $2,670-47.8% |
| Participant deferral / active EE | $4,365 | $3,024+44.3% | $3,985+9.5% | $4,125+5.8% |
| Admin fee / account holder | $9,542 | $5,474+74.3% | $6,852+39.3% | $5,651+68.9% |