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 | $34,605 | $115,708-70.1% | $65,255-47.0% | $139,434-75.2% |
| Participation rate | 66.7% | 67.8%-1.2pp | 65.0%+1.7pp | 80.3%-13.7pp |
| Annual return | 7.50% | 31.19%-23.7pp | 47.35%-39.9pp | 372.94%-365.4pp |
| Employer contribution / active EE | $1,263 | $2,599-51.4% | $1,691-25.3% | $4,751-73.4% |
| Participant deferral / active EE | $4,443 | $4,240+4.8% | $2,831+57.0% | $6,710-33.8% |
| Admin fee / account holder | $170,096 | $6,698+2439.4% | $4,112+4036.7% | $11,403+1391.7% |