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 | $40,716 | $70,606-42.3% | $53,898-24.5% | $142,382-71.4% |
| Participation rate | 43.5% | 63.7%-20.2pp | 55.0%-11.5pp | 80.1%-36.6pp |
| Annual return | 18.45% | 619.81%-601.4pp | 528.60%-510.2pp | 217.08%-198.6pp |
| Employer contribution / active EE | $851 | $1,202-29.2% | $932-8.7% | $4,299-80.2% |
| Participant deferral / active EE | $3,244 | $2,364+37.2% | $1,826+77.6% | $6,507-50.1% |
| Admin fee / account holder | $1,902 | $2,852-33.3% | $2,491-23.6% | $12,624-84.9% |