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 7-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 | $38,020 | $76,738-50.5% | $56,411-32.6% | $145,922-73.9% |
| Participation rate | 28.6% | 63.2%-34.6pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | 11.68% | 2994.23%-2982.5pp | 1701.33%-1689.6pp | 561.29%-549.6pp |
| Employer contribution / active EE | $191 | $1,380-86.1% | $1,039-81.6% | $4,660-95.9% |
| Participant deferral / active EE | $804 | $2,623-69.3% | $1,952-58.8% | $6,688-88.0% |
| Admin fee / account holder | $915 | $3,334-72.6% | $2,829-67.7% | $13,397-93.2% |