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 8-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 | $105,432 | $183,519-42.6% | $155,509-32.2% | $145,922-27.7% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-46.9pp |
| Annual return | 21.21% | 61.17%-40.0pp | 64.67%-43.5pp | 561.29%-540.1pp |
| Employer contribution / active EE | $1,397 | $5,313-73.7% | $4,672-70.1% | $4,660-70.0% |
| Participant deferral / active EE | $4,939 | $6,462-23.6% | $5,626-12.2% | $6,688-26.2% |
| Admin fee / account holder | $375 | $19,313-98.1% | $15,912-97.6% | $13,397-97.2% |