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 | $25,914 | $99,877-74.1% | $84,966-69.5% | $145,922-82.2% |
| Participation rate | 41.2% | 74.1%-32.9pp | 67.5%-26.3pp | 80.3%-39.1pp |
| Annual return | 21.92% | 83.76%-61.8pp | 66.38%-44.5pp | 561.29%-539.4pp |
| Employer contribution / active EE | $1,407 | $3,231-56.5% | $2,727-48.4% | $4,660-69.8% |
| Participant deferral / active EE | $3,024 | $5,291-42.8% | $4,519-33.1% | $6,688-54.8% |
| Admin fee / account holder | $1,404 | $7,248-80.6% | $6,149-77.2% | $13,397-89.5% |