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 | $148,431 | $177,572-16.4% | $154,803-4.1% | $142,382+4.2% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.1%-44.7pp | 80.1%-46.8pp |
| Annual return | 20.32% | 65.07%-44.7pp | 58.88%-38.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,054 | $4,810-57.3% | $4,305-52.3% | $4,299-52.2% |
| Participant deferral / active EE | $3,831 | $6,272-38.9% | $5,540-30.9% | $6,507-41.1% |
| Admin fee / account holder | $688 | $16,786-95.9% | $14,329-95.2% | $12,624-94.6% |