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 | $60,266 | $109,881-45.2% | $150,045-59.8% | $84,808-28.9% |
| Participation rate | 66.7% | 76.1%-9.4pp | 82.3%-15.7pp | 68.3%-1.6pp |
| Annual return | 108.08% | 28.25%+79.8pp | 62.55%+45.5pp | 40.90%+67.2pp |
| Employer contribution / active EE | $4,151 | $3,561+16.6% | $4,693-11.6% | $2,631+57.8% |
| Participant deferral / active EE | $6,132 | $6,636-7.6% | $7,997-23.3% | $4,212+45.6% |
| Admin fee / account holder | $1,630 | $8,568-81.0% | $13,435-87.9% | $7,344-77.8% |