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 | $30,839 | $148,534-79.2% | $135,903-77.3% | $139,434-77.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 90.47% | 79.19%+11.3pp | 68.23%+22.2pp | 372.94%-282.5pp |
| Employer contribution / active EE | $1,996 | $5,243-61.9% | $4,856-58.9% | $4,751-58.0% |
| Participant deferral / active EE | $15,625 | $8,100+92.9% | $7,758+101.4% | $6,710+132.9% |
| Admin fee / account holder | $78,232 | $12,400+530.9% | $10,762+626.9% | $11,403+586.1% |