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 | $28,030 | $77,899-64.0% | $149,673-81.3% | $75,163-62.7% |
| Participation rate | 51.9% | 65.6%-13.7pp | 78.8%-26.9pp | 67.2%-15.3pp |
| Annual return | 128.91% | 31.72%+97.2pp | 134.42%-5.5pp | 160.62%-31.7pp |
| Employer contribution / active EE | $1,938 | $3,137-38.2% | $4,818-59.8% | $2,670-27.4% |
| Participant deferral / active EE | $6,656 | $3,411+95.1% | $5,680+17.2% | $4,125+61.3% |
| Admin fee / account holder | $670 | $5,956-88.7% | $13,210-94.9% | $5,651-88.1% |