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 | $31,844 | $34,934-8.8% | $56,411-43.6% | $74,495-57.3% |
| Participation rate | 46.9% | 32.8%+14.1pp | 52.5%-5.6pp | 67.2%-20.3pp |
| Annual return | 27.95% | 25.94%+2.0pp | 1701.33%-1673.4pp | 1364.94%-1337.0pp |
| Employer contribution / active EE | $1,920 | $609+215.2% | $1,039+84.8% | $2,623-26.8% |
| Participant deferral / active EE | $4,360 | $1,170+272.5% | $1,952+123.4% | $4,346+0.3% |
| Admin fee / account holder | $3,773 | $2,364+59.6% | $2,829+33.4% | $1,942+94.3% |