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 | $34,412 | $210,648-83.7% | $177,989-80.7% | $145,922-76.4% |
| Participation rate | 44.4% | 80.8%-36.3pp | 77.1%-32.6pp | 80.3%-35.8pp |
| Annual return | 37.36% | 385.86%-348.5pp | 294.48%-257.1pp | 561.29%-523.9pp |
| Employer contribution / active EE | $1,664 | $4,565-63.6% | $3,949-57.9% | $4,660-64.3% |
| Participant deferral / active EE | $2,242 | $6,958-67.8% | $6,276-64.3% | $6,688-66.5% |
| Admin fee / account holder | $1,887 | $12,013-84.3% | $10,363-81.8% | $13,397-85.9% |