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 | $80,870 | $102,317-21.0% | $146,958-45.0% | $80,8560% |
| Participation rate | 27.3% | 75.8%-48.6pp | 82.2%-54.9pp | 67.6%-40.4pp |
| Annual return | 17.99% | 134.76%-116.8pp | 418.34%-400.3pp | 35.59%-17.6pp |
| Employer contribution / active EE | $3,316 | $3,713-10.7% | $4,933-32.8% | $2,755+20.4% |
| Participant deferral / active EE | $7,871 | $6,644+18.5% | $8,070-2.5% | $4,296+83.2% |
| Admin fee / account holder | $15,507 | $7,941+95.3% | $12,998+19.3% | $6,918+124.2% |