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 | $114,334 | $57,281+99.6% | $86,612+32.0% | $75,163+52.1% |
| Participation rate | 30.8% | 63.2%-32.4pp | 71.7%-40.9pp | 67.2%-36.4pp |
| Annual return | 13.99% | 2670.75%-2656.8pp | 591.07%-577.1pp | 160.62%-146.6pp |
| Employer contribution / active EE | $439 | $2,314-81.1% | $3,022-85.5% | $2,670-83.6% |
| Participant deferral / active EE | $2,894 | $3,318-12.8% | $4,438-34.8% | $4,125-29.8% |
| Admin fee / account holder | $747 | $4,112-81.8% | $5,614-86.7% | $5,651-86.8% |