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 | $13,880 | $111,754-87.6% | $103,333-86.6% | $145,922-90.5% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 15.12% | 24.77%-9.7pp | 24.88%-9.8pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,039 | $4,212-75.3% | $3,868-73.1% | $4,660-77.7% |
| Participant deferral / active EE | $1,813 | $5,619-67.7% | $5,057-64.2% | $6,688-72.9% |
| Admin fee / account holder | $3,213 | $9,750-67.0% | $8,355-61.5% | $13,397-76.0% |