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 | $36,368 | $110,257-67.0% | $96,544-62.3% | $139,434-73.9% |
| Participation rate | 33.3% | 78.1%-44.8pp | 76.0%-42.6pp | 80.3%-47.0pp |
| Annual return | 52.12% | 26.32%+25.8pp | 25.84%+26.3pp | 372.94%-320.8pp |
| Employer contribution / active EE | $2,770 | $3,620-23.5% | $2,965-6.6% | $4,751-41.7% |
| Participant deferral / active EE | $8,500 | $5,548+53.2% | $4,851+75.2% | $6,710+26.7% |
| Admin fee / account holder | $2,660 | $11,591-77.1% | $8,252-67.8% | $11,403-76.7% |