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 | $35,261 | $53,516-34.1% | $126,539-72.1% | $84,808-58.4% |
| Participation rate | 17.5% | 58.2%-40.7pp | 69.8%-52.3pp | 68.3%-50.8pp |
| Annual return | 20.43% | 58.34%-37.9pp | 425.95%-405.5pp | 40.90%-20.5pp |
| Employer contribution / active EE | $556 | $1,535-63.8% | $3,674-84.9% | $2,631-78.9% |
| Participant deferral / active EE | $919 | $2,671-65.6% | $4,083-77.5% | $4,212-78.2% |
| Admin fee / account holder | $565 | $4,497-87.4% | $6,065-90.7% | $7,344-92.3% |