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 | $40,863 | $123,909-67.0% | $69,647-41.3% | $145,922-72.0% |
| Participation rate | 66.7% | 69.2%-2.5pp | 66.5%+0.2pp | 80.3%-13.6pp |
| Annual return | 8.39% | 190.55%-182.2pp | 100.48%-92.1pp | 561.29%-552.9pp |
| Employer contribution / active EE | $1,218 | $2,682-54.6% | $1,712-28.9% | $4,660-73.9% |
| Participant deferral / active EE | $1,797 | $4,236-57.6% | $2,886-37.7% | $6,688-73.1% |
| Admin fee / account holder | $2,183 | $7,863-72.2% | $4,713-53.7% | $13,397-83.7% |