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 | $43,484 | $159,901-72.8% | $146,958-70.4% | $145,922-70.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 28.26% | 98.13%-69.9pp | 418.34%-390.1pp | 561.29%-533.0pp |
| Employer contribution / active EE | $2,757 | $5,286-47.8% | $4,933-44.1% | $4,660-40.8% |
| Participant deferral / active EE | $6,741 | $8,428-20.0% | $8,070-16.5% | $6,688+0.8% |
| Admin fee / account holder | $2,646 | $15,044-82.4% | $12,998-79.6% | $13,397-80.2% |