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 3-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 | $25,608 | $83,902-69.5% | $167,512-84.7% | $84,808-69.8% |
| Participation rate | 40.0% | 66.5%-26.5pp | 77.1%-37.1pp | 68.3%-28.3pp |
| Annual return | 26.15% | 91.55%-65.4pp | 1615.79%-1589.6pp | 40.90%-14.7pp |
| Employer contribution / active EE | $1,359 | $2,264-40.0% | $3,882-65.0% | $2,631-48.3% |
| Participant deferral / active EE | $2,711 | $4,442-39.0% | $6,405-57.7% | $4,212-35.6% |
| Admin fee / account holder | $558 | $7,915-93.0% | $9,769-94.3% | $7,344-92.4% |