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 | $124,432 | $214,378-42.0% | $200,582-38.0% | $142,382-12.6% |
| Participation rate | 45.5% | 87.4%-42.0pp | 86.9%-41.4pp | 80.1%-34.7pp |
| Annual return | 22.16% | 46.41%-24.2pp | 42.33%-20.2pp | 217.08%-194.9pp |
| Employer contribution / active EE | $3,773 | $6,841-44.9% | $6,419-41.2% | $4,299-12.2% |
| Participant deferral / active EE | $11,441 | $9,865+16.0% | $9,331+22.6% | $6,507+75.8% |
| Admin fee / account holder | $473 | $17,692-97.3% | $16,305-97.1% | $12,624-96.3% |