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 | $12,374 | $108,919-88.6% | $100,391-87.7% | $145,922-91.5% |
| Participation rate | 50.0% | 82.9%-32.9pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 10.28% | 57.88%-47.6pp | 49.20%-38.9pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,733 | $4,419-60.8% | $3,942-56.0% | $4,660-62.8% |
| Participant deferral / active EE | $4,090 | $8,445-51.6% | $8,082-49.4% | $6,688-38.9% |
| Admin fee / account holder | $383 | $9,689-96.1% | $7,899-95.2% | $13,397-97.1% |