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 7-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 | $41,896 | $88,751-52.8% | $81,812-48.8% | $145,922-71.3% |
| Participation rate | 55.0% | 75.0%-20.0pp | 72.3%-17.3pp | 80.3%-25.3pp |
| Annual return | 14.40% | 1025.40%-1011.0pp | 773.79%-759.4pp | 561.29%-546.9pp |
| Employer contribution / active EE | $2,218 | $3,083-28.1% | $2,912-23.8% | $4,660-52.4% |
| Participant deferral / active EE | $4,017 | $4,643-13.5% | $4,319-7.0% | $6,688-39.9% |
| Admin fee / account holder | $2,800 | $8,415-66.7% | $7,386-62.1% | $13,397-79.1% |