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 | $29,581 | $34,934-15.3% | $56,411-47.6% | $74,495-60.3% |
| Participation rate | 52.7% | 32.8%+19.8pp | 52.5%+0.2pp | 67.2%-14.5pp |
| Annual return | 17.73% | 25.94%-8.2pp | 1701.33%-1683.6pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $2,345 | $609+285.0% | $1,039+125.7% | $2,623-10.6% |
| Participant deferral / active EE | $2,873 | $1,170+145.4% | $1,952+47.2% | $4,346-33.9% |
| Admin fee / account holder | $1,282 | $2,364-45.8% | $2,829-54.7% | $1,942-34.0% |