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 | $121,574 | $59,417+104.6% | $93,606+29.9% | $74,495+63.2% |
| Participation rate | 35.9% | 59.7%-23.8pp | 68.7%-32.8pp | 67.2%-31.3pp |
| Annual return | 12.09% | 81.83%-69.7pp | 133.20%-121.1pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $1,464 | $1,264+15.8% | $2,420-39.5% | $2,623-44.2% |
| Participant deferral / active EE | $2,114 | $3,050-30.7% | $4,411-52.1% | $4,346-51.4% |
| Admin fee / account holder | $6,359 | $3,021+110.5% | $8,285-23.2% | $1,942+227.5% |