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 8-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 | $21,999 | $58,927-62.7% | $76,817-71.4% | $72,985-69.9% |
| Participation rate | 22.6% | 67.3%-44.8pp | 72.1%-49.5pp | 69.5%-46.9pp |
| Annual return | 25.84% | 2305.64%-2279.8pp | 1166.11%-1140.3pp | 81.00%-55.2pp |
| Employer contribution / active EE | $423 | $1,787-76.3% | $2,302-81.6% | $2,440-82.6% |
| Participant deferral / active EE | $1,349 | $2,690-49.8% | $3,336-59.5% | $3,607-62.6% |
| Admin fee / account holder | $313 | $4,013-92.2% | $6,420-95.1% | $5,124-93.9% |