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 | $35,576 | $126,574-71.9% | $106,213-66.5% | $145,922-75.6% |
| Participation rate | 35.7% | 77.6%-41.9pp | 75.3%-39.6pp | 80.3%-44.6pp |
| Annual return | 12.74% | 224.79%-212.0pp | 116.14%-103.4pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,170 | $3,730-68.6% | $3,171-63.1% | $4,660-74.9% |
| Participant deferral / active EE | $3,157 | $5,724-44.8% | $5,016-37.1% | $6,688-52.8% |
| Admin fee / account holder | $4,935 | $17,304-71.5% | $11,033-55.3% | $13,397-63.2% |