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 | $38,061 | $74,888-49.2% | $71,209-46.6% | $142,382-73.3% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.1%-16.5pp |
| Annual return | 28.30% | 345.14%-316.8pp | 282.51%-254.2pp | 217.08%-188.8pp |
| Employer contribution / active EE | $1,087 | $2,854-61.9% | $2,721-60.1% | $4,299-74.7% |
| Participant deferral / active EE | $3,300 | $4,454-25.9% | $4,175-21.0% | $6,507-49.3% |
| Admin fee / account holder | $501 | $5,568-91.0% | $5,349-90.6% | $12,624-96.0% |