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 | $28,689 | $41,078-30.2% | $80,569-64.4% | $71,457-59.9% |
| Participation rate | 64.9% | 50.2%+14.7pp | 67.0%-2.1pp | 67.9%-3.0pp |
| Annual return | 25.91% | 38.45%-12.5pp | 935.43%-909.5pp | 28.85%-2.9pp |
| Employer contribution / active EE | $2,633 | $1,506+74.9% | $2,723-3.3% | $2,588+1.8% |
| Participant deferral / active EE | $4,751 | $2,699+76.0% | $4,447+6.8% | $4,289+10.8% |
| Admin fee / account holder | $655 | $1,840-64.4% | $5,377-87.8% | $1,587-58.8% |