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 | $40,865 | $49,922-18.1% | $80,569-49.3% | $75,163-45.6% |
| Participation rate | 20.0% | 55.3%-35.3pp | 67.0%-47.0pp | 67.2%-47.2pp |
| Annual return | 33.30% | 34.69%-1.4pp | 935.43%-902.1pp | 160.62%-127.3pp |
| Employer contribution / active EE | $801 | $1,698-52.8% | $2,723-70.6% | $2,670-70.0% |
| Participant deferral / active EE | $1,888 | $2,990-36.9% | $4,447-57.5% | $4,125-54.2% |
| Admin fee / account holder | $6,619 | $3,577+85.0% | $5,377+23.1% | $5,651+17.1% |