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 | $40,552 | $96,635-58.0% | $86,612-53.2% | $139,434-70.9% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 20.35% | 106.41%-86.1pp | 591.07%-570.7pp | 372.94%-352.6pp |
| Employer contribution / active EE | $4,268 | $3,263+30.8% | $3,022+41.2% | $4,751-10.2% |
| Participant deferral / active EE | $10,728 | $4,836+121.8% | $4,438+141.8% | $6,710+59.9% |
| Admin fee / account holder | $13,983 | $6,408+118.2% | $5,614+149.1% | $11,403+22.6% |