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 | $85,377 | $89,753-4.9% | $107,525-20.6% | $84,808+0.7% |
| Participation rate | 65.4% | 68.1%-2.7pp | 75.1%-9.7pp | 68.3%-2.9pp |
| Annual return | 20.86% | 29.48%-8.6pp | 181.32%-160.5pp | 40.90%-20.0pp |
| Employer contribution / active EE | $2,106 | $3,113-32.4% | $3,754-43.9% | $2,631-20.0% |
| Participant deferral / active EE | $6,222 | $4,056+53.4% | $5,116+21.6% | $4,212+47.7% |
| Admin fee / account holder | $561 | $7,222-92.2% | $8,919-93.7% | $7,344-92.4% |