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 | $143,382 | $77,899+84.1% | $149,673-4.2% | $75,163+90.8% |
| Participation rate | 65.4% | 65.6%-0.2pp | 78.8%-13.4pp | 67.2%-1.8pp |
| Annual return | 16.66% | 31.72%-15.1pp | 134.42%-117.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $787 | $3,137-74.9% | $4,818-83.7% | $2,670-70.5% |
| Participant deferral / active EE | $1,540 | $3,411-54.8% | $5,680-72.9% | $4,125-62.7% |
| Admin fee / account holder | $6,306 | $5,956+5.9% | $13,210-52.3% | $5,651+11.6% |