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 8-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 | $112,755 | $165,984-32.1% | $164,813-31.6% | $145,922-22.7% |
| Participation rate | 61.1% | 82.0%-20.9pp | 78.6%-17.5pp | 80.3%-19.2pp |
| Annual return | 15.75% | 100.03%-84.3pp | 69.93%-54.2pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,876 | $5,273-64.4% | $4,341-56.8% | $4,660-59.7% |
| Participant deferral / active EE | $4,922 | $6,959-29.3% | $6,031-18.4% | $6,688-26.4% |
| Admin fee / account holder | $632 | $16,648-96.2% | $12,690-95.0% | $13,397-95.3% |