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 | $71,030 | $158,398-55.2% | $126,539-43.9% | $142,382-50.1% |
| Participation rate | 33.3% | 75.8%-42.5pp | 69.8%-36.5pp | 80.1%-46.8pp |
| Annual return | 20.95% | 593.76%-572.8pp | 425.95%-405.0pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,267 | $4,650-72.8% | $3,674-65.5% | $4,299-70.5% |
| Participant deferral / active EE | $8,433 | $4,767+76.9% | $4,083+106.6% | $6,507+29.6% |
| Admin fee / account holder | $335 | $6,918-95.2% | $6,065-94.5% | $12,624-97.4% |