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 | $116,109 | $158,398-26.7% | $126,539-8.2% | $142,382-18.5% |
| Participation rate | 25.0% | 75.8%-50.8pp | 69.8%-44.8pp | 80.1%-55.1pp |
| Annual return | 14.43% | 593.76%-579.3pp | 425.95%-411.5pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,258 | $4,650-51.5% | $3,674-38.6% | $4,299-47.5% |
| Participant deferral / active EE | $14,622 | $4,767+206.7% | $4,083+258.1% | $6,507+124.7% |
| Admin fee / account holder | $55,689 | $6,918+705.0% | $6,065+818.3% | $12,624+341.1% |