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 | $31,920 | $76,738-58.4% | $56,411-43.4% | $145,922-78.1% |
| Participation rate | 30.8% | 63.2%-32.4pp | 52.5%-21.7pp | 80.3%-49.5pp |
| Annual return | 7.12% | 2994.23%-2987.1pp | 1701.33%-1694.2pp | 561.29%-554.2pp |
| Employer contribution / active EE | $1,623 | $1,380+17.6% | $1,039+56.2% | $4,660-65.2% |
| Participant deferral / active EE | $2,621 | $2,623-0.1% | $1,952+34.3% | $6,688-60.8% |
| Admin fee / account holder | $596 | $3,334-82.1% | $2,829-78.9% | $13,397-95.6% |