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 | $44,696 | $70,606-36.7% | $53,898-17.1% | $142,382-68.6% |
| Participation rate | 27.3% | 63.7%-36.4pp | 55.0%-27.7pp | 80.1%-52.8pp |
| Annual return | 20.32% | 619.81%-599.5pp | 528.60%-508.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,303 | $1,202+91.6% | $932+147.1% | $4,299-46.4% |
| Participant deferral / active EE | $4,273 | $2,364+80.7% | $1,826+134.0% | $6,507-34.3% |
| Admin fee / account holder | $4,109 | $2,852+44.1% | $2,491+65.0% | $12,624-67.4% |