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 | $85,432 | $97,744-12.6% | $103,476-17.4% | $145,922-41.5% |
| Participation rate | 50.0% | 81.1%-31.1pp | 80.5%-30.5pp | 80.3%-30.3pp |
| Annual return | 12.59% | 25.41%-12.8pp | 23.90%-11.3pp | 561.29%-548.7pp |
| Employer contribution / active EE | $8,694 | $4,677+85.9% | $4,672+86.1% | $4,660+86.6% |
| Participant deferral / active EE | $5,091 | $6,603-22.9% | $6,623-23.1% | $6,688-23.9% |
| Admin fee / account holder | $38,221 | $12,515+205.4% | $9,413+306.1% | $13,397+185.3% |