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 6-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 | $25,093 | $70,756-64.5% | $65,493-61.7% | $142,382-82.4% |
| Participation rate | 54.2% | 77.4%-23.2pp | 73.1%-18.9pp | 80.1%-26.0pp |
| Annual return | 23.98% | 1754.89%-1730.9pp | 982.45%-958.5pp | 217.08%-193.1pp |
| Employer contribution / active EE | $1,704 | $2,881-40.9% | $2,574-33.8% | $4,299-60.4% |
| Participant deferral / active EE | $4,559 | $4,637-1.7% | $3,961+15.1% | $6,507-29.9% |
| Admin fee / account holder | $728 | $6,559-88.9% | $5,028-85.5% | $12,624-94.2% |