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 | $37,624 | $111,754-66.3% | $103,333-63.6% | $145,922-74.2% |
| Participation rate | 27.3% | 77.9%-50.7pp | 74.5%-47.2pp | 80.3%-53.0pp |
| Annual return | 63.69% | 24.77%+38.9pp | 24.88%+38.8pp | 561.29%-497.6pp |
| Employer contribution / active EE | $1,065 | $4,212-74.7% | $3,868-72.5% | $4,660-77.1% |
| Participant deferral / active EE | $2,264 | $5,619-59.7% | $5,057-55.2% | $6,688-66.1% |
| Admin fee / account holder | $34,391 | $9,750+252.7% | $8,355+311.6% | $13,397+156.7% |