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 | $141,290 | $111,754+26.4% | $103,333+36.7% | $145,922-3.2% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 17.05% | 24.77%-7.7pp | 24.88%-7.8pp | 561.29%-544.2pp |
| Employer contribution / active EE | $1,448 | $4,212-65.6% | $3,868-62.6% | $4,660-68.9% |
| Participant deferral / active EE | $15,767 | $5,619+180.6% | $5,057+211.8% | $6,688+135.8% |
| Admin fee / account holder | $13,320 | $9,750+36.6% | $8,355+59.4% | $13,397-0.6% |