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 | $117,388 | $148,978-21.2% | $200,582-41.5% | $84,808+38.4% |
| Participation rate | 44.9% | 84.2%-39.3pp | 86.9%-42.0pp | 68.3%-23.4pp |
| Annual return | 19.37% | 28.16%-8.8pp | 42.33%-23.0pp | 40.90%-21.5pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,749 | $7,142+50.5% | $9,331+15.2% | $4,212+155.2% |
| Admin fee / account holder | $3,382 | $13,977-75.8% | $16,305-79.3% | $7,344-53.9% |