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 5-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 | $43,291 | $81,625-47.0% | $58,482-26.0% | $139,434-69.0% |
| Participation rate | 60.0% | 61.3%-1.3pp | 50.9%+9.1pp | 80.3%-20.3pp |
| Annual return | 19.44% | 7404.20%-7384.8pp | 4239.32%-4219.9pp | 372.94%-353.5pp |
| Employer contribution / active EE | $2,036 | $1,398+45.6% | $1,053+93.3% | $4,751-57.1% |
| Participant deferral / active EE | $9,116 | $2,557+256.6% | $1,924+373.9% | $6,710+35.9% |
| Admin fee / account holder | $601 | $3,265-81.6% | $2,516-76.1% | $11,403-94.7% |