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 | $18,379 | $76,738-76.0% | $56,411-67.4% | $145,922-87.4% |
| Participation rate | 46.2% | 63.2%-17.1pp | 52.5%-6.3pp | 80.3%-34.1pp |
| Annual return | 12.67% | 2994.23%-2981.6pp | 1701.33%-1688.7pp | 561.29%-548.6pp |
| Employer contribution / active EE | $432 | $1,380-68.7% | $1,039-58.4% | $4,660-90.7% |
| Participant deferral / active EE | $539 | $2,623-79.4% | $1,952-72.4% | $6,688-91.9% |
| Admin fee / account holder | $2,246 | $3,334-32.6% | $2,829-20.6% | $13,397-83.2% |