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 | $118,635 | $117,841+0.7% | $102,423+15.8% | $145,922-18.7% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 11.72% | 31.65%-19.9pp | 29.32%-17.6pp | 561.29%-549.6pp |
| Employer contribution / active EE | $5,686 | $3,615+57.3% | $3,023+88.1% | $4,660+22.0% |
| Participant deferral / active EE | $7,860 | $5,731+37.1% | $5,053+55.5% | $6,688+17.5% |
| Admin fee / account holder | $5,657 | $13,326-57.6% | $9,451-40.1% | $13,397-57.8% |