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 | $123,942 | $214,378-42.2% | $200,582-38.2% | $142,382-13.0% |
| Participation rate | 62.5% | 87.4%-24.9pp | 86.9%-24.4pp | 80.1%-17.6pp |
| Annual return | 18.08% | 46.41%-28.3pp | 42.33%-24.3pp | 217.08%-199.0pp |
| Employer contribution / active EE | $3,325 | $6,841-51.4% | $6,419-48.2% | $4,299-22.7% |
| Participant deferral / active EE | $7,525 | $9,865-23.7% | $9,331-19.4% | $6,507+15.6% |
| Admin fee / account holder | $7,374 | $17,692-58.3% | $16,305-54.8% | $12,624-41.6% |