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 6-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 | $118,912 | $176,056-32.5% | $159,436-25.4% | $167,490-29.0% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 31.79% | 331.75%-300.0pp | 263.57%-231.8pp | 478.56%-446.8pp |
| Employer contribution / active EE | $2,863 | $5,297-46.0% | $4,829-40.7% | $4,837-40.8% |
| Participant deferral / active EE | $9,622 | $7,750+24.2% | $7,352+30.9% | $6,341+51.7% |
| Admin fee / account holder | $499 | $12,554-96.0% | $10,799-95.4% | $12,309-95.9% |