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 | $101,936 | $102,317-0.4% | $146,958-30.6% | $80,856+26.1% |
| Participation rate | 34.4% | 75.8%-41.5pp | 82.2%-47.8pp | 67.6%-33.3pp |
| Annual return | 23.60% | 134.76%-111.2pp | 418.34%-394.7pp | 35.59%-12.0pp |
| Employer contribution / active EE | $1,862 | $3,713-49.9% | $4,933-62.3% | $2,755-32.4% |
| Participant deferral / active EE | $6,577 | $6,644-1.0% | $8,070-18.5% | $4,296+53.1% |
| Admin fee / account holder | $16,186 | $7,941+103.8% | $12,998+24.5% | $6,918+134.0% |