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 | $24,930 | $111,724-77.7% | $93,606-73.4% | $145,922-82.9% |
| Participation rate | 58.8% | 74.2%-15.4pp | 68.7%-9.9pp | 80.3%-21.5pp |
| Annual return | 10.28% | 202.98%-192.7pp | 133.20%-122.9pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,652 | $3,090-46.5% | $2,420-31.7% | $4,660-64.5% |
| Participant deferral / active EE | $3,793 | $4,912-22.8% | $4,411-14.0% | $6,688-43.3% |
| Admin fee / account holder | $633 | $10,250-93.8% | $8,285-92.4% | $13,397-95.3% |