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 | $69,594 | $109,982-36.7% | $97,226-28.4% | $145,922-52.3% |
| Participation rate | 20.0% | 75.9%-55.9pp | 72.7%-52.7pp | 80.3%-60.3pp |
| Annual return | 14.07% | 242.90%-228.8pp | 75.13%-61.1pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,480 | $3,084-52.0% | $2,729-45.8% | $4,660-68.2% |
| Participant deferral / active EE | $3,700 | $4,676-20.9% | $4,264-13.2% | $6,688-44.7% |
| Admin fee / account holder | $334 | $6,221-94.6% | $5,654-94.1% | $13,397-97.5% |