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 | $81,326 | $100,773-19.3% | $88,946-8.6% | $142,382-42.9% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.8%-8.8pp | 80.1%-20.1pp |
| Annual return | 19.00% | 70.18%-51.2pp | 57.82%-38.8pp | 217.08%-198.1pp |
| Employer contribution / active EE | $5,162 | $2,918+76.9% | $2,555+102.0% | $4,299+20.1% |
| Participant deferral / active EE | $4,092 | $5,230-21.8% | $4,581-10.7% | $6,507-37.1% |
| Admin fee / account holder | $2,579 | $9,693-73.4% | $8,261-68.8% | $12,624-79.6% |