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 | $78,642 | $102,317-23.1% | $146,958-46.5% | $80,856-2.7% |
| Participation rate | 57.1% | 75.8%-18.7pp | 82.2%-25.0pp | 67.6%-10.5pp |
| Annual return | 17.22% | 134.76%-117.5pp | 418.34%-401.1pp | 35.59%-18.4pp |
| Employer contribution / active EE | $4,345 | $3,713+17.0% | $4,933-11.9% | $2,755+57.7% |
| Participant deferral / active EE | $9,252 | $6,644+39.3% | $8,070+14.6% | $4,296+115.4% |
| Admin fee / account holder | $17,070 | $7,941+115.0% | $12,998+31.3% | $6,918+146.7% |