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 | $104,258 | $117,841-11.5% | $102,423+1.8% | $145,922-28.6% |
| Participation rate | 44.4% | 78.6%-34.1pp | 76.5%-32.0pp | 80.3%-35.8pp |
| Annual return | 14.35% | 31.65%-17.3pp | 29.32%-15.0pp | 561.29%-546.9pp |
| Employer contribution / active EE | $957 | $3,615-73.5% | $3,023-68.3% | $4,660-79.5% |
| Participant deferral / active EE | $3,136 | $5,731-45.3% | $5,053-37.9% | $6,688-53.1% |
| Admin fee / account holder | $1,153 | $13,326-91.3% | $9,451-87.8% | $13,397-91.4% |