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 8-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 | $120,659 | $124,281-2.9% | $109,143+10.6% | $167,490-28.0% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.9%-35.9pp | 82.1%-42.1pp |
| Annual return | 14.05% | 26.04%-12.0pp | 25.75%-11.7pp | 478.56%-464.5pp |
| Employer contribution / active EE | $1,119 | $4,207-73.4% | $3,722-69.9% | $4,837-76.9% |
| Participant deferral / active EE | $18,200 | $5,255+246.3% | $4,653+291.1% | $6,341+187.0% |
| Admin fee / account holder | $590 | $7,970-92.6% | $6,752-91.3% | $12,309-95.2% |