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 | $16,222 | $76,738-78.9% | $56,411-71.2% | $145,922-88.9% |
| Participation rate | 13.0% | 63.2%-50.2pp | 52.5%-39.4pp | 80.3%-67.2pp |
| Annual return | 7.76% | 2994.23%-2986.5pp | 1701.33%-1693.6pp | 561.29%-553.5pp |
| Employer contribution / active EE | $403 | $1,380-70.8% | $1,039-61.2% | $4,660-91.4% |
| Participant deferral / active EE | $504 | $2,623-80.8% | $1,952-74.2% | $6,688-92.5% |
| Admin fee / account holder | $592 | $3,334-82.3% | $2,829-79.1% | $13,397-95.6% |