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 9-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 | $31,770 | $110,502-71.2% | $80,716-60.6% | $167,490-81.0% |
| Participation rate | 42.9% | 64.0%-21.1pp | 54.2%-11.3pp | 82.1%-39.2pp |
| Annual return | 27.40% | 120.54%-93.1pp | 87.28%-59.9pp | 478.56%-451.2pp |
| Employer contribution / active EE | $463 | $1,543-70.0% | $1,160-60.1% | $4,837-90.4% |
| Participant deferral / active EE | $2,771 | $2,871-3.5% | $2,146+29.1% | $6,341-56.3% |
| Admin fee / account holder | $1,962 | $4,545-56.8% | $3,380-41.9% | $12,309-84.1% |