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 | $24,035 | $118,849-79.8% | $96,562-75.1% | $167,490-85.6% |
| Participation rate | 61.5% | 75.5%-13.9pp | 69.8%-8.3pp | 82.1%-20.6pp |
| Annual return | 17.17% | 50.49%-33.3pp | 37.78%-20.6pp | 478.56%-461.4pp |
| Employer contribution / active EE | $1,308 | $3,120-58.1% | $2,356-44.5% | $4,837-73.0% |
| Participant deferral / active EE | $4,440 | $4,616-3.8% | $3,849+15.3% | $6,341-30.0% |
| Admin fee / account holder | $12,856 | $8,065+59.4% | $6,181+108.0% | $12,309+4.4% |