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 7-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 | $19,465 | $108,172-82.0% | $77,482-74.9% | $158,922-87.8% |
| Participation rate | 42.9% | 64.4%-21.6pp | 54.2%-11.3pp | 82.0%-39.1pp |
| Annual return | 43.90% | 31.67%+12.2pp | 54.79%-10.9pp | 302.83%-258.9pp |
| Employer contribution / active EE | $874 | $1,325-34.0% | $986-11.4% | $4,761-81.6% |
| Participant deferral / active EE | $3,006 | $2,456+22.4% | $1,861+61.5% | $5,982-49.7% |
| Admin fee / account holder | $469 | $3,708-87.3% | $2,858-83.6% | $11,246-95.8% |