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 | $63,623 | $44,960+41.5% | $84,966-25.1% | $74,495-14.6% |
| Participation rate | 15.9% | 49.4%-33.5pp | 67.5%-51.6pp | 67.2%-51.3pp |
| Annual return | 29.72% | 26.24%+3.5pp | 66.38%-36.7pp | 1364.94%-1335.2pp |
| Employer contribution / active EE | $660 | $1,457-54.7% | $2,727-75.8% | $2,623-74.8% |
| Participant deferral / active EE | $1,381 | $2,731-49.4% | $4,519-69.4% | $4,346-68.2% |
| Admin fee / account holder | $5,339 | $2,209+141.7% | $6,149-13.2% | $1,942+175.0% |