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 | $12,993 | $96,305-86.5% | $80,569-83.9% | $139,434-90.7% |
| Participation rate | 62.5% | 73.6%-11.1pp | 67.0%-4.5pp | 80.3%-17.8pp |
| Annual return | 33.57% | 1350.08%-1316.5pp | 935.43%-901.9pp | 372.94%-339.4pp |
| Employer contribution / active EE | $1,862 | $3,262-42.9% | $2,723-31.6% | $4,751-60.8% |
| Participant deferral / active EE | $5,751 | $5,232+9.9% | $4,447+29.3% | $6,710-14.3% |
| Admin fee / account holder | $692 | $6,599-89.5% | $5,377-87.1% | $11,403-93.9% |