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 | $18,718 | $65,561-71.4% | $86,188-78.3% | $75,163-75.1% |
| Participation rate | 56.3% | 60.5%-4.2pp | 69.0%-12.7pp | 67.2%-10.9pp |
| Annual return | 47.76% | 46.05%+1.7pp | 1168.45%-1120.7pp | 160.62%-112.9pp |
| Employer contribution / active EE | $2,783 | $1,553+79.2% | $2,380+16.9% | $2,670+4.2% |
| Participant deferral / active EE | $4,411 | $3,024+45.9% | $3,985+10.7% | $4,125+6.9% |
| Admin fee / account holder | $3,292 | $5,474-39.9% | $6,852-52.0% | $5,651-41.7% |