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 | $78,855 | $99,877-21.0% | $84,966-7.2% | $145,922-46.0% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-46.9pp |
| Annual return | 18.23% | 83.76%-65.5pp | 66.38%-48.2pp | 561.29%-543.1pp |
| Employer contribution / active EE | $1,040 | $3,231-67.8% | $2,727-61.9% | $4,660-77.7% |
| Participant deferral / active EE | $10,127 | $5,291+91.4% | $4,519+124.1% | $6,688+51.4% |
| Admin fee / account holder | $350 | $7,248-95.2% | $6,149-94.3% | $13,397-97.4% |