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 | $142,219 | $109,982+29.3% | $97,226+46.3% | $145,922-2.5% |
| Participation rate | 41.2% | 75.9%-34.8pp | 72.7%-31.5pp | 80.3%-39.1pp |
| Annual return | 12.44% | 242.90%-230.5pp | 75.13%-62.7pp | 561.29%-548.8pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,172 | $4,676-53.6% | $4,264-49.1% | $6,688-67.5% |
| Admin fee / account holder | $1,720 | $6,221-72.4% | $5,654-69.6% | $13,397-87.2% |