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 | $41,173 | $70,606-41.7% | $53,898-23.6% | $142,382-71.1% |
| Participation rate | 16.7% | 63.7%-47.0pp | 55.0%-38.3pp | 80.1%-63.5pp |
| Annual return | 14.60% | 619.81%-605.2pp | 528.60%-514.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $367 | $1,202-69.5% | $932-60.7% | $4,299-91.5% |
| Participant deferral / active EE | $2,267 | $2,364-4.1% | $1,826+24.1% | $6,507-65.2% |
| Admin fee / account holder | $2,088 | $2,852-26.8% | $2,491-16.2% | $12,624-83.5% |