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 | $36,957 | $111,724-66.9% | $93,606-60.5% | $145,922-74.7% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 14.16% | 202.98%-188.8pp | 133.20%-119.0pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,315 | $3,090-25.1% | $2,420-4.3% | $4,660-50.3% |
| Participant deferral / active EE | $6,740 | $4,912+37.2% | $4,411+52.8% | $6,688+0.8% |
| Admin fee / account holder | $1,365 | $10,250-86.7% | $8,285-83.5% | $13,397-89.8% |