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 9-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 | $40,263 | $54,701-26.4% | $86,188-53.3% | $71,457-43.7% |
| Participation rate | 25.0% | 60.1%-35.1pp | 69.0%-44.0pp | 67.9%-42.9pp |
| Annual return | 15.92% | 20.06%-4.1pp | 1168.45%-1152.5pp | 28.85%-12.9pp |
| Employer contribution / active EE | $709 | $1,265-44.0% | $2,380-70.2% | $2,588-72.6% |
| Participant deferral / active EE | $1,567 | $3,108-49.6% | $3,985-60.7% | $4,289-63.5% |
| Admin fee / account holder | $3,954 | $1,922+105.8% | $6,852-42.3% | $1,587+149.1% |