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 | $124,482 | $165,335-24.7% | $149,696-16.8% | $158,922-21.7% |
| Participation rate | 64.7% | 84.6%-19.9pp | 82.5%-17.8pp | 82.0%-17.3pp |
| Annual return | 17.66% | 348.15%-330.5pp | 276.60%-258.9pp | 302.83%-285.2pp |
| Employer contribution / active EE | $1,837 | $5,103-64.0% | $4,644-60.5% | $4,761-61.4% |
| Participant deferral / active EE | $3,511 | $7,181-51.1% | $6,842-48.7% | $5,982-41.3% |
| Admin fee / account holder | $1,505 | $10,807-86.1% | $9,309-83.8% | $11,246-86.6% |