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 | $23,202 | $210,648-89.0% | $177,989-87.0% | $145,922-84.1% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 23.36% | 385.86%-362.5pp | 294.48%-271.1pp | 561.29%-537.9pp |
| Employer contribution / active EE | $1,149 | $4,565-74.8% | $3,949-70.9% | $4,660-75.3% |
| Participant deferral / active EE | $6,684 | $6,958-3.9% | $6,276+6.5% | $6,688-0.1% |
| Admin fee / account holder | $442 | $12,013-96.3% | $10,363-95.7% | $13,397-96.7% |