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 | $50,542 | $108,919-53.6% | $100,391-49.7% | $145,922-65.4% |
| Participation rate | 63.6% | 82.9%-19.3pp | 81.5%-17.8pp | 80.3%-16.6pp |
| Annual return | 25.12% | 57.88%-32.8pp | 49.20%-24.1pp | 561.29%-536.2pp |
| Employer contribution / active EE | $1,987 | $4,419-55.0% | $3,942-49.6% | $4,660-57.4% |
| Participant deferral / active EE | $8,845 | $8,445+4.7% | $8,082+9.4% | $6,688+32.3% |
| Admin fee / account holder | $937 | $9,689-90.3% | $7,899-88.1% | $13,397-93.0% |