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 | $19,672 | $34,934-43.7% | $56,411-65.1% | $74,495-73.6% |
| Participation rate | 33.1% | 32.8%+0.2pp | 52.5%-19.4pp | 67.2%-34.1pp |
| Annual return | 35.96% | 25.94%+10.0pp | 1701.33%-1665.4pp | 1364.94%-1329.0pp |
| Employer contribution / active EE | $652 | $609+7.1% | $1,039-37.2% | $2,623-75.1% |
| Participant deferral / active EE | $1,956 | $1,170+67.1% | $1,952+0.2% | $4,346-55.0% |
| Admin fee / account holder | $646 | $2,364-72.7% | $2,829-77.2% | $1,942-66.7% |