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 3-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 | $119,250 | $169,032-29.5% | $129,207-7.7% | $145,922-18.3% |
| Participation rate | 40.0% | 76.4%-36.4pp | 69.6%-29.6pp | 80.3%-40.3pp |
| Annual return | 17.22% | 14330.11%-14312.9pp | 9417.33%-9400.1pp | 561.29%-544.1pp |
| Employer contribution / active EE | $1,154 | $5,537-79.1% | $4,153-72.2% | $4,660-75.2% |
| Participant deferral / active EE | $6,527 | $4,987+30.9% | $4,168+56.6% | $6,688-2.4% |
| Admin fee / account holder | $3,105 | $9,954-68.8% | $7,715-59.7% | $13,397-76.8% |