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 7-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 | $29,581 | $63,861-53.7% | $104,607-71.7% | $79,858-63.0% |
| Participation rate | 50.0% | 64.9%-14.9pp | 74.1%-24.1pp | 69.6%-19.6pp |
| Annual return | 383.09% | 21.30%+361.8pp | 340.46%+42.6pp | 31.71%+351.4pp |
| Employer contribution / active EE | $1,983 | $1,588+24.8% | $2,681-26.0% | $2,471-19.8% |
| Participant deferral / active EE | $3,821 | $2,693+41.9% | $3,740+2.2% | $3,740+2.2% |
| Admin fee / account holder | $3,754 | $4,185-10.3% | $6,473-42.0% | $5,306-29.2% |