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 | $149,598 | $148,534+0.7% | $135,903+10.1% | $139,434+7.3% |
| Participation rate | 57.9% | 83.9%-26.0pp | 81.9%-24.0pp | 80.3%-22.4pp |
| Annual return | 20.53% | 79.19%-58.7pp | 68.23%-47.7pp | 372.94%-352.4pp |
| Employer contribution / active EE | $1,851 | $5,243-64.7% | $4,856-61.9% | $4,751-61.0% |
| Participant deferral / active EE | $4,263 | $8,100-47.4% | $7,758-45.0% | $6,710-36.5% |
| Admin fee / account holder | $973 | $12,400-92.2% | $10,762-91.0% | $11,403-91.5% |