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 | $113,773 | $76,738+48.3% | $56,411+101.7% | $145,922-22.0% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.1pp | 80.3%-46.9pp |
| Annual return | 7.37% | 2994.23%-2986.9pp | 1701.33%-1694.0pp | 561.29%-553.9pp |
| Employer contribution / active EE | $583 | $1,380-57.8% | $1,039-43.9% | $4,660-87.5% |
| Participant deferral / active EE | $10,167 | $2,623+287.7% | $1,952+420.9% | $6,688+52.0% |
| Admin fee / account holder | $735 | $3,334-78.0% | $2,829-74.0% | $13,397-94.5% |