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 8-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 | $64,263 | $112,096-42.7% | $95,952-33.0% | $158,922-59.6% |
| Participation rate | 63.2% | 79.0%-15.8pp | 77.1%-13.9pp | 82.0%-18.8pp |
| Annual return | 14.56% | 171.09%-156.5pp | 91.61%-77.1pp | 302.83%-288.3pp |
| Employer contribution / active EE | $1,037 | $3,198-67.6% | $2,541-59.2% | $4,761-78.2% |
| Participant deferral / active EE | $4,403 | $4,784-8.0% | $4,167+5.7% | $5,982-26.4% |
| Admin fee / account holder | $96,883 | $10,130+856.4% | $6,795+1325.7% | $11,246+761.5% |