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 | $65,423 | $90,348-27.6% | $75,972-13.9% | $145,922-55.2% |
| Participation rate | 56.3% | 74.5%-18.2pp | 69.1%-12.8pp | 80.3%-24.0pp |
| Annual return | 17.70% | 620.88%-603.2pp | 359.55%-341.8pp | 561.29%-543.6pp |
| Employer contribution / active EE | $1,441 | $3,311-56.5% | $2,685-46.3% | $4,660-69.1% |
| Participant deferral / active EE | $10,551 | $5,162+104.4% | $4,255+147.9% | $6,688+57.8% |
| Admin fee / account holder | $416 | $8,467-95.1% | $6,467-93.6% | $13,397-96.9% |