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 | $113,137 | $65,561+72.6% | $86,188+31.3% | $75,163+50.5% |
| Participation rate | 48.1% | 60.5%-12.3pp | 69.0%-20.8pp | 67.2%-19.0pp |
| Annual return | 17.79% | 46.05%-28.3pp | 1168.45%-1150.7pp | 160.62%-142.8pp |
| Employer contribution / active EE | $2,007 | $1,553+29.3% | $2,380-15.7% | $2,670-24.8% |
| Participant deferral / active EE | $3,002 | $3,024-0.7% | $3,985-24.7% | $4,125-27.2% |
| Admin fee / account holder | $2,701 | $5,474-50.7% | $6,852-60.6% | $5,651-52.2% |