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 | $98,380 | $176,056-44.1% | $159,436-38.3% | $167,490-41.3% |
| Participation rate | 22.2% | 84.9%-62.7pp | 82.8%-60.6pp | 82.1%-59.9pp |
| Annual return | 12.49% | 331.75%-319.3pp | 263.57%-251.1pp | 478.56%-466.1pp |
| Employer contribution / active EE | $1,928 | $5,297-63.6% | $4,829-60.1% | $4,837-60.1% |
| Participant deferral / active EE | $2,911 | $7,750-62.4% | $7,352-60.4% | $6,341-54.1% |
| Admin fee / account holder | $757 | $12,554-94.0% | $10,799-93.0% | $12,309-93.9% |