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 | $59,288 | $101,317-41.5% | $146,958-59.7% | $74,495-20.4% |
| Participation rate | 53.5% | 75.5%-22.0pp | 82.2%-28.6pp | 67.2%-13.7pp |
| Annual return | 21.66% | 8730.91%-8709.2pp | 418.34%-396.7pp | 1364.94%-1343.3pp |
| Employer contribution / active EE | $1,159 | $3,810-69.6% | $4,933-76.5% | $2,623-55.8% |
| Participant deferral / active EE | $3,522 | $7,303-51.8% | $8,070-56.4% | $4,346-19.0% |
| Admin fee / account holder | $1,349 | $1,739-22.4% | $12,998-89.6% | $1,942-30.5% |