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 | $73,846 | $74,888-1.4% | $71,209+3.7% | $142,382-48.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 19.50% | 345.14%-325.6pp | 282.51%-263.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $950 | $2,854-66.7% | $2,721-65.1% | $4,299-77.9% |
| Participant deferral / active EE | $8,219 | $4,454+84.5% | $4,175+96.8% | $6,507+26.3% |
| Admin fee / account holder | $891 | $5,568-84.0% | $5,349-83.4% | $12,624-92.9% |