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 | $156,301 | $201,272-22.3% | $184,203-15.1% | $145,922+7.1% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-46.9pp |
| Annual return | 12.77% | 29.00%-16.2pp | 28.81%-16.0pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,833 | $7,022-73.9% | $6,427-71.5% | $4,660-60.7% |
| Participant deferral / active EE | $7,667 | $9,806-21.8% | $9,131-16.0% | $6,688+14.6% |
| Admin fee / account holder | $34,202 | $16,364+109.0% | $13,901+146.0% | $13,397+155.3% |