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 | $32,559 | $70,756-54.0% | $65,493-50.3% | $142,382-77.1% |
| Participation rate | 64.7% | 77.4%-12.7pp | 73.1%-8.4pp | 80.1%-15.4pp |
| Annual return | 13.89% | 1754.89%-1741.0pp | 982.45%-968.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,917 | $2,881+1.3% | $2,574+13.3% | $4,299-32.1% |
| Participant deferral / active EE | $1,191 | $4,637-74.3% | $3,961-69.9% | $6,507-81.7% |
| Admin fee / account holder | $3,399 | $6,559-48.2% | $5,028-32.4% | $12,624-73.1% |