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 3-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 | $23,785 | $70,756-66.4% | $65,493-63.7% | $142,382-83.3% |
| Participation rate | 65.0% | 77.4%-12.4pp | 73.1%-8.1pp | 80.1%-15.1pp |
| Annual return | 24.07% | 1754.89%-1730.8pp | 982.45%-958.4pp | 217.08%-193.0pp |
| Employer contribution / active EE | $3,478 | $2,881+20.7% | $2,574+35.1% | $4,299-19.1% |
| Participant deferral / active EE | $5,400 | $4,637+16.4% | $3,961+36.3% | $6,507-17.0% |
| Admin fee / account holder | $1,777 | $6,559-72.9% | $5,028-64.7% | $12,624-85.9% |