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 7-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 | $107,070 | $106,890+0.2% | $84,015+27.4% | $152,861-30.0% |
| Participation rate | 53.8% | 75.2%-21.4pp | 69.0%-15.2pp | 82.4%-28.6pp |
| Annual return | 19.51% | 104.99%-85.5pp | 71.31%-51.8pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,117 | $2,734-59.1% | $1,983-43.7% | $4,762-76.5% |
| Participant deferral / active EE | $3,306 | $4,011-17.6% | $3,239+2.1% | $5,850-43.5% |
| Admin fee / account holder | $33,809 | $8,285+308.1% | $6,101+454.2% | $11,596+191.5% |