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 9-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 | $31,082 | $115,770-73.2% | $101,248-69.3% | $158,922-80.4% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 19.45% | 56.14%-36.7pp | 46.47%-27.0pp | 302.83%-283.4pp |
| Employer contribution / active EE | $1,581 | $4,175-62.1% | $3,660-56.8% | $4,761-66.8% |
| Participant deferral / active EE | $3,730 | $4,957-24.8% | $4,370-14.7% | $5,982-37.6% |
| Admin fee / account holder | $350 | $7,245-95.2% | $5,945-94.1% | $11,246-96.9% |