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 9-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 | $126,821 | $52,519+141.5% | $155,790-18.6% | $59,632+112.7% |
| Participation rate | 60.0% | 61.7%-1.7pp | 76.1%-16.1pp | 68.7%-8.7pp |
| Annual return | 1.91% | 53.51%-51.6pp | 71.54%-69.6pp | 2041.28%-2039.4pp |
| Employer contribution / active EE | $409 | $1,589-74.3% | $3,836-89.3% | $2,203-81.4% |
| Participant deferral / active EE | $3,674 | $3,084+19.1% | $4,797-23.4% | $3,192+15.1% |
| Admin fee / account holder | $1,177 | $3,540-66.8% | $7,478-84.3% | $4,297-72.6% |