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 | $43,521 | $64,839-32.9% | $95,585-54.5% | $84,808-48.7% |
| Participation rate | 35.7% | 63.8%-28.1pp | 72.1%-36.4pp | 68.3%-32.6pp |
| Annual return | 26.58% | -670.96%+697.5pp | 38.56%-12.0pp | 40.90%-14.3pp |
| Employer contribution / active EE | $759 | $1,759-56.9% | $2,527-70.0% | $2,631-71.2% |
| Participant deferral / active EE | $3,945 | $2,965+33.1% | $4,023-1.9% | $4,212-6.3% |
| Admin fee / account holder | $455 | $5,964-92.4% | $6,127-92.6% | $7,344-93.8% |