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 10-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 | $121,394 | $159,901-24.1% | $146,958-17.4% | $145,922-16.8% |
| Participation rate | 61.1% | 84.0%-22.9pp | 82.2%-21.0pp | 80.3%-19.2pp |
| Annual return | 15.23% | 98.13%-82.9pp | 418.34%-403.1pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,609 | $5,286-69.6% | $4,933-67.4% | $4,660-65.5% |
| Participant deferral / active EE | $3,329 | $8,428-60.5% | $8,070-58.7% | $6,688-50.2% |
| Admin fee / account holder | $22,034 | $15,044+46.5% | $12,998+69.5% | $13,397+64.5% |