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 6-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 | $28,358 | $48,335-41.3% | $121,098-76.6% | $71,457-60.3% |
| Participation rate | 26.3% | 54.3%-27.9pp | 69.5%-43.2pp | 67.9%-41.6pp |
| Annual return | 46.30% | 23.32%+23.0pp | 985.75%-939.4pp | 28.85%+17.5pp |
| Employer contribution / active EE | $1,067 | $1,489-28.4% | $4,164-74.4% | $2,588-58.8% |
| Participant deferral / active EE | $2,274 | $2,754-17.4% | $4,080-44.3% | $4,289-47.0% |
| Admin fee / account holder | $939 | $1,841-49.0% | $5,644-83.4% | $1,587-40.9% |