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 | $111,818 | $89,753+24.6% | $107,525+4.0% | $84,808+31.8% |
| Participation rate | 31.8% | 68.1%-36.2pp | 75.1%-43.3pp | 68.3%-36.5pp |
| Annual return | 20.40% | 29.48%-9.1pp | 181.32%-160.9pp | 40.90%-20.5pp |
| Employer contribution / active EE | $1,973 | $3,113-36.6% | $3,754-47.4% | $2,631-25.0% |
| Participant deferral / active EE | $2,299 | $4,056-43.3% | $5,116-55.1% | $4,212-45.4% |
| Admin fee / account holder | $525 | $7,222-92.7% | $8,919-94.1% | $7,344-92.9% |