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 8-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 | $36,007 | $65,561-45.1% | $86,188-58.2% | $75,163-52.1% |
| Participation rate | 39.3% | 60.5%-21.1pp | 69.0%-29.6pp | 67.2%-27.8pp |
| Annual return | 21.13% | 46.05%-24.9pp | 1168.45%-1147.3pp | 160.62%-139.5pp |
| Employer contribution / active EE | $985 | $1,553-36.6% | $2,380-58.6% | $2,670-63.1% |
| Participant deferral / active EE | $2,705 | $3,024-10.5% | $3,985-32.1% | $4,125-34.4% |
| Admin fee / account holder | $619 | $5,474-88.7% | $6,852-91.0% | $5,651-89.0% |