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 9-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 | $119,229 | $159,901-25.4% | $146,958-18.9% | $145,922-18.3% |
| Participation rate | 47.1% | 84.0%-36.9pp | 82.2%-35.1pp | 80.3%-33.2pp |
| Annual return | 21.28% | 98.13%-76.8pp | 418.34%-397.1pp | 561.29%-540.0pp |
| Employer contribution / active EE | $2,699 | $5,286-48.9% | $4,933-45.3% | $4,660-42.1% |
| Participant deferral / active EE | $4,218 | $8,428-50.0% | $8,070-47.7% | $6,688-36.9% |
| Admin fee / account holder | $2,242 | $15,044-85.1% | $12,998-82.8% | $13,397-83.3% |