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 | $21,810 | $57,281-61.9% | $86,612-74.8% | $75,163-71.0% |
| Participation rate | 43.2% | 63.2%-20.0pp | 71.7%-28.5pp | 67.2%-24.0pp |
| Annual return | 26.07% | 2670.75%-2644.7pp | 591.07%-565.0pp | 160.62%-134.5pp |
| Employer contribution / active EE | $1,300 | $2,314-43.9% | $3,022-57.0% | $2,670-51.3% |
| Participant deferral / active EE | $2,190 | $3,318-34.0% | $4,438-50.7% | $4,125-46.9% |
| Admin fee / account holder | $1,112 | $4,112-73.0% | $5,614-80.2% | $5,651-80.3% |