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 | $14,030 | $76,738-81.7% | $56,411-75.1% | $145,922-90.4% |
| Participation rate | 52.4% | 63.2%-10.8pp | 52.5%-0.1pp | 80.3%-27.9pp |
| Annual return | 18.79% | 2994.23%-2975.4pp | 1701.33%-1682.5pp | 561.29%-542.5pp |
| Employer contribution / active EE | $817 | $1,380-40.8% | $1,039-21.4% | $4,660-82.5% |
| Participant deferral / active EE | $2,064 | $2,623-21.3% | $1,952+5.8% | $6,688-69.1% |
| Admin fee / account holder | $1,211 | $3,334-63.7% | $2,829-57.2% | $13,397-91.0% |