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 | $152,836 | $159,901-4.4% | $146,958+4.0% | $145,922+4.7% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 12.34% | 98.13%-85.8pp | 418.34%-406.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,784 | $5,286-66.2% | $4,933-63.8% | $4,660-61.7% |
| Participant deferral / active EE | $4,178 | $8,428-50.4% | $8,070-48.2% | $6,688-37.5% |
| Admin fee / account holder | $44,310 | $15,044+194.5% | $12,998+240.9% | $13,397+230.7% |