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 | $100,012 | $100,773-0.8% | $88,946+12.4% | $142,382-29.8% |
| Participation rate | 41.7% | 74.3%-32.6pp | 68.8%-27.2pp | 80.1%-38.5pp |
| Annual return | 19.59% | 70.18%-50.6pp | 57.82%-38.2pp | 217.08%-197.5pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $10,893 | $5,230+108.3% | $4,581+137.8% | $6,507+67.4% |
| Admin fee / account holder | $10,732 | $9,693+10.7% | $8,261+29.9% | $12,624-15.0% |