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 | $40,579 | $70,606-42.5% | $53,898-24.7% | $142,382-71.5% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 20.23% | 619.81%-599.6pp | 528.60%-508.4pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,850 | $1,202+53.9% | $932+98.4% | $4,299-57.0% |
| Participant deferral / active EE | $3,492 | $2,364+47.7% | $1,826+91.2% | $6,507-46.3% |
| Admin fee / account holder | $2,385 | $2,852-16.4% | $2,491-4.2% | $12,624-81.1% |