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 | $12,639 | $109,982-88.5% | $97,226-87.0% | $145,922-91.3% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.4pp | 80.3%-46.9pp |
| Annual return | 30.13% | 242.90%-212.8pp | 75.13%-45.0pp | 561.29%-531.2pp |
| Employer contribution / active EE | $995 | $3,084-67.8% | $2,729-63.6% | $4,660-78.7% |
| Participant deferral / active EE | $1,325 | $4,676-71.7% | $4,264-68.9% | $6,688-80.2% |
| Admin fee / account holder | $8,754 | $6,221+40.7% | $5,654+54.8% | $13,397-34.7% |