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 | $81,149 | $102,317-20.7% | $146,958-44.8% | $80,856+0.4% |
| Participation rate | 63.1% | 75.8%-12.8pp | 82.2%-19.1pp | 67.6%-4.6pp |
| Annual return | 14.85% | 134.76%-119.9pp | 418.34%-403.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $3,656 | $3,713-1.5% | $4,933-25.9% | $2,755+32.7% |
| Participant deferral / active EE | $10,808 | $6,644+62.7% | $8,070+33.9% | $4,296+151.6% |
| Admin fee / account holder | $18,535 | $7,941+133.4% | $12,998+42.6% | $6,918+167.9% |