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 6-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 | $53,850 | $55,415-2.8% | $155,509-65.4% | $74,495-27.7% |
| Participation rate | 39.8% | 61.9%-22.1pp | 78.2%-38.3pp | 67.2%-27.4pp |
| Annual return | 28.49% | 268.50%-240.0pp | 64.67%-36.2pp | 1364.94%-1336.5pp |
| Employer contribution / active EE | $1,306 | $2,267-42.4% | $4,672-72.1% | $2,623-50.2% |
| Participant deferral / active EE | $2,852 | $2,836+0.5% | $5,626-49.3% | $4,346-34.4% |
| Admin fee / account holder | $3,028 | $1,738+74.2% | $15,912-81.0% | $1,942+55.9% |