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 | $33,053 | $126,574-73.9% | $106,213-68.9% | $145,922-77.3% |
| Participation rate | 56.3% | 77.6%-21.4pp | 75.3%-19.0pp | 80.3%-24.0pp |
| Annual return | 11.64% | 224.79%-213.1pp | 116.14%-104.5pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,077 | $3,730-71.1% | $3,171-66.1% | $4,660-76.9% |
| Participant deferral / active EE | $1,820 | $5,724-68.2% | $5,016-63.7% | $6,688-72.8% |
| Admin fee / account holder | $6,398 | $17,304-63.0% | $11,033-42.0% | $13,397-52.2% |