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 | $90,828 | $154,117-41.1% | $129,995-30.1% | $139,434-34.9% |
| Participation rate | 64.7% | 82.0%-17.2pp | 78.5%-13.8pp | 80.3%-15.6pp |
| Annual return | 16.68% | 32.48%-15.8pp | -137.18%+153.9pp | 372.94%-356.3pp |
| Employer contribution / active EE | $8,311 | $5,289+57.1% | $4,320+92.4% | $4,751+74.9% |
| Participant deferral / active EE | $6,912 | $6,710+3.0% | $5,820+18.8% | $6,710+3.0% |
| Admin fee / account holder | $2,899 | $14,007-79.3% | $10,614-72.7% | $11,403-74.6% |