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 | $37,279 | $76,738-51.4% | $56,411-33.9% | $145,922-74.5% |
| Participation rate | 44.4% | 63.2%-18.8pp | 52.5%-8.0pp | 80.3%-35.8pp |
| Annual return | 20.93% | 2994.23%-2973.3pp | 1701.33%-1680.4pp | 561.29%-540.4pp |
| Employer contribution / active EE | $1,281 | $1,380-7.1% | $1,039+23.4% | $4,660-72.5% |
| Participant deferral / active EE | $4,533 | $2,623+72.8% | $1,952+132.2% | $6,688-32.2% |
| Admin fee / account holder | $810 | $3,334-75.7% | $2,829-71.4% | $13,397-94.0% |