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 | $124,471 | $100,773+23.5% | $88,946+39.9% | $142,382-12.6% |
| Participation rate | 33.3% | 74.3%-41.0pp | 68.8%-35.5pp | 80.1%-46.8pp |
| Annual return | 15.36% | 70.18%-54.8pp | 57.82%-42.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,040 | $2,918-64.4% | $2,555-59.3% | $4,299-75.8% |
| Participant deferral / active EE | $10,127 | $5,230+93.6% | $4,581+121.0% | $6,507+55.6% |
| Admin fee / account holder | $373 | $9,693-96.2% | $8,261-95.5% | $12,624-97.0% |