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 | $36,444 | $154,117-76.4% | $129,995-72.0% | $139,434-73.9% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 22.96% | 32.48%-9.5pp | -137.18%+160.1pp | 372.94%-350.0pp |
| Employer contribution / active EE | $4,473 | $5,289-15.4% | $4,320+3.6% | $4,751-5.8% |
| Participant deferral / active EE | $10,268 | $6,710+53.0% | $5,820+76.4% | $6,710+53.0% |
| Admin fee / account holder | $439 | $14,007-96.9% | $10,614-95.9% | $11,403-96.1% |