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 | $39,217 | $148,534-73.6% | $135,903-71.1% | $139,434-71.9% |
| Participation rate | 58.3% | 83.9%-25.5pp | 81.9%-23.6pp | 80.3%-22.0pp |
| Annual return | 47.63% | 79.19%-31.6pp | 68.23%-20.6pp | 372.94%-325.3pp |
| Employer contribution / active EE | $4,825 | $5,243-8.0% | $4,856-0.6% | $4,751+1.6% |
| Participant deferral / active EE | $9,038 | $8,100+11.6% | $7,758+16.5% | $6,710+34.7% |
| Admin fee / account holder | $379 | $12,400-96.9% | $10,762-96.5% | $11,403-96.7% |