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 3-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 | $40,049 | $52,406-23.6% | $129,207-69.0% | $74,495-46.2% |
| Participation rate | 56.6% | 53.8%+2.8pp | 69.6%-13.1pp | 67.2%-10.6pp |
| Annual return | 18.46% | 15.66%+2.8pp | 9417.33%-9398.9pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $3,042 | $1,531+98.7% | $4,153-26.8% | $2,623+16.0% |
| Participant deferral / active EE | $6,418 | $2,794+129.7% | $4,168+54.0% | $4,346+47.7% |
| Admin fee / account holder | $2,527 | $2,633-4.0% | $7,715-67.3% | $1,942+30.1% |