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 5-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 | $119,023 | $159,901-25.6% | $146,958-19.0% | $145,922-18.4% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-21.9pp |
| Annual return | 11.71% | 98.13%-86.4pp | 418.34%-406.6pp | 561.29%-549.6pp |
| Employer contribution / active EE | $2,315 | $5,286-56.2% | $4,933-53.1% | $4,660-50.3% |
| Participant deferral / active EE | $6,062 | $8,428-28.1% | $8,070-24.9% | $6,688-9.4% |
| Admin fee / account holder | $927 | $15,044-93.8% | $12,998-92.9% | $13,397-93.1% |