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 8-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 | $130,137 | $103,376+25.9% | $87,100+49.4% | $152,861-14.9% |
| Participation rate | 33.3% | 79.3%-46.0pp | 76.9%-43.5pp | 82.4%-49.1pp |
| Annual return | 11.52% | 28.10%-16.6pp | 28.19%-16.7pp | 345.32%-333.8pp |
| Employer contribution / active EE | $1,158 | $3,220-64.0% | $2,521-54.1% | $4,762-75.7% |
| Participant deferral / active EE | $6,532 | $4,778+36.7% | $4,049+61.3% | $5,850+11.7% |
| Admin fee / account holder | $67,167 | $12,205+450.3% | $7,497+796.0% | $11,596+479.2% |