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 3-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 | $58,858 | $117,983-50.1% | $101,794-42.2% | $142,382-58.7% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.2%-31.7pp | 80.1%-42.6pp |
| Annual return | 293.46% | 36.92%+256.5pp | 30.53%+262.9pp | 217.08%+76.4pp |
| Employer contribution / active EE | $1,890 | $2,773-31.8% | $2,289-17.4% | $4,299-56.0% |
| Participant deferral / active EE | $2,360 | $4,714-49.9% | $4,084-42.2% | $6,507-63.7% |
| Admin fee / account holder | $533 | $10,433-94.9% | $8,777-93.9% | $12,624-95.8% |