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 | $29,884 | $108,919-72.6% | $100,391-70.2% | $145,922-79.5% |
| Participation rate | 33.3% | 82.9%-49.6pp | 81.5%-48.1pp | 80.3%-46.9pp |
| Annual return | 14.05% | 57.88%-43.8pp | 49.20%-35.2pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,950 | $4,419-55.9% | $3,942-50.5% | $4,660-58.2% |
| Participant deferral / active EE | $2,620 | $8,445-69.0% | $8,082-67.6% | $6,688-60.8% |
| Admin fee / account holder | $11,666 | $9,689+20.4% | $7,899+47.7% | $13,397-12.9% |