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 | $34,010 | $102,317-66.8% | $146,958-76.9% | $80,856-57.9% |
| Participation rate | 65.0% | 75.8%-10.8pp | 82.2%-17.2pp | 67.6%-2.6pp |
| Annual return | 25.78% | 134.76%-109.0pp | 418.34%-392.6pp | 35.59%-9.8pp |
| Employer contribution / active EE | $4,129 | $3,713+11.2% | $4,933-16.3% | $2,755+49.9% |
| Participant deferral / active EE | $6,784 | $6,644+2.1% | $8,070-15.9% | $4,296+57.9% |
| Admin fee / account holder | $5,289 | $7,941-33.4% | $12,998-59.3% | $6,918-23.6% |