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 9-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 | $99,314 | $102,317-2.9% | $146,958-32.4% | $80,856+22.8% |
| Participation rate | 63.3% | 75.8%-12.6pp | 82.2%-18.9pp | 67.6%-4.4pp |
| Annual return | 17.24% | 134.76%-117.5pp | 418.34%-401.1pp | 35.59%-18.4pp |
| Employer contribution / active EE | $3,208 | $3,713-13.6% | $4,933-35.0% | $2,755+16.5% |
| Participant deferral / active EE | $5,997 | $6,644-9.7% | $8,070-25.7% | $4,296+39.6% |
| Admin fee / account holder | $1,201 | $7,941-84.9% | $12,998-90.8% | $6,918-82.6% |