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 | $33,871 | $74,888-54.8% | $71,209-52.4% | $142,382-76.2% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.1%-40.1pp |
| Annual return | 17.96% | 345.14%-327.2pp | 282.51%-264.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,317 | $2,854-53.9% | $2,721-51.6% | $4,299-69.4% |
| Participant deferral / active EE | $1,317 | $4,454-70.4% | $4,175-68.5% | $6,507-79.8% |
| Admin fee / account holder | $505 | $5,568-90.9% | $5,349-90.6% | $12,624-96.0% |