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 | $49,942 | $96,305-48.1% | $80,569-38.0% | $139,434-64.2% |
| Participation rate | 19.0% | 73.6%-54.6pp | 67.0%-47.9pp | 80.3%-61.3pp |
| Annual return | 26.33% | 1350.08%-1323.8pp | 935.43%-909.1pp | 372.94%-346.6pp |
| Employer contribution / active EE | $1,218 | $3,262-62.7% | $2,723-55.3% | $4,751-74.4% |
| Participant deferral / active EE | $3,157 | $5,232-39.7% | $4,447-29.0% | $6,710-52.9% |
| Admin fee / account holder | $1,425 | $6,599-78.4% | $5,377-73.5% | $11,403-87.5% |