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 | $114,887 | $176,056-34.7% | $159,436-27.9% | $167,490-31.4% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 11.08% | 331.75%-320.7pp | 263.57%-252.5pp | 478.56%-467.5pp |
| Employer contribution / active EE | $23,443 | $5,297+342.6% | $4,829+385.4% | $4,837+384.6% |
| Participant deferral / active EE | $19,750 | $7,750+154.8% | $7,352+168.6% | $6,341+211.5% |
| Admin fee / account holder | $521 | $12,554-95.8% | $10,799-95.2% | $12,309-95.8% |