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 | $9,100 | $109,982-91.7% | $97,226-90.6% | $145,922-93.8% |
| Participation rate | 57.1% | 75.9%-18.8pp | 72.7%-15.5pp | 80.3%-23.1pp |
| Annual return | 13.04% | 242.90%-229.9pp | 75.13%-62.1pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,207 | $3,084-60.9% | $2,729-55.8% | $4,660-74.1% |
| Participant deferral / active EE | $3,254 | $4,676-30.4% | $4,264-23.7% | $6,688-51.4% |
| Admin fee / account holder | $1,423 | $6,221-77.1% | $5,654-74.8% | $13,397-89.4% |