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 | $41,504 | $58,208-28.7% | $81,812-49.3% | $80,856-48.7% |
| Participation rate | 54.5% | 63.4%-8.9pp | 72.3%-17.8pp | 67.6%-13.1pp |
| Annual return | 2349.79% | 41.66%+2308.1pp | 773.79%+1576.0pp | 35.59%+2314.2pp |
| Employer contribution / active EE | $1,593 | $2,340-31.9% | $2,912-45.3% | $2,755-42.2% |
| Participant deferral / active EE | $4,401 | $3,281+34.1% | $4,319+1.9% | $4,296+2.4% |
| Admin fee / account holder | $2,231 | $4,981-55.2% | $7,386-69.8% | $6,918-67.8% |