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 | $107,258 | $55,415+93.6% | $155,509-31.0% | $74,495+44.0% |
| Participation rate | 44.0% | 61.9%-17.9pp | 78.2%-34.1pp | 67.2%-23.2pp |
| Annual return | 16.20% | 268.50%-252.3pp | 64.67%-48.5pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $1,953 | $2,267-13.9% | $4,672-58.2% | $2,623-25.6% |
| Participant deferral / active EE | $3,898 | $2,836+37.4% | $5,626-30.7% | $4,346-10.3% |
| Admin fee / account holder | $3,305 | $1,738+90.2% | $15,912-79.2% | $1,942+70.2% |