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 | $28,246 | $53,516-47.2% | $126,539-77.7% | $84,808-66.7% |
| Participation rate | 47.7% | 58.2%-10.5pp | 69.8%-22.1pp | 68.3%-20.6pp |
| Annual return | 14.96% | 58.34%-43.4pp | 425.95%-411.0pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,506 | $1,535-1.9% | $3,674-59.0% | $2,631-42.8% |
| Participant deferral / active EE | $2,048 | $2,671-23.3% | $4,083-49.8% | $4,212-51.4% |
| Admin fee / account holder | $594 | $4,497-86.8% | $6,065-90.2% | $7,344-91.9% |