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 | $172,525 | $202,432-14.8% | $169,368+1.9% | $139,434+23.7% |
| Participation rate | 40.0% | 81.1%-41.1pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 8.97% | 531.74%-522.8pp | 405.60%-396.6pp | 372.94%-364.0pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,710-100.0% |
| Admin fee / account holder | $1,201 | $10,708-88.8% | $9,003-86.7% | $11,403-89.5% |