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 | $119,806 | $176,377-32.1% | $134,143-10.7% | $158,922-24.6% |
| Participation rate | 64.3% | 78.7%-14.4pp | 72.2%-7.9pp | 82.0%-17.7pp |
| Annual return | 18.97% | 63.63%-44.7pp | 36.33%-17.4pp | 302.83%-283.9pp |
| Employer contribution / active EE | $1,523 | $5,040-69.8% | $3,704-58.9% | $4,761-68.0% |
| Participant deferral / active EE | $3,448 | $4,091-15.7% | $3,499-1.5% | $5,982-42.4% |
| Admin fee / account holder | $6,558 | $8,718-24.8% | $6,684-1.9% | $11,246-41.7% |