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 | $13,470 | $49,173-72.6% | $121,098-88.9% | $75,163-82.1% |
| Participation rate | 48.5% | 55.4%-6.9pp | 69.5%-21.0pp | 67.2%-18.7pp |
| Annual return | 23.47% | 55.99%-32.5pp | 985.75%-962.3pp | 160.62%-137.2pp |
| Employer contribution / active EE | $1,660 | $1,546+7.4% | $4,164-60.1% | $2,670-37.8% |
| Participant deferral / active EE | $2,642 | $2,628+0.6% | $4,080-35.2% | $4,125-35.9% |
| Admin fee / account holder | $308 | $3,942-92.2% | $5,644-94.5% | $5,651-94.5% |