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 | $5,257 | $76,738-93.1% | $56,411-90.7% | $145,922-96.4% |
| Participation rate | 25.0% | 63.2%-38.2pp | 52.5%-27.5pp | 80.3%-55.3pp |
| Annual return | 33.42% | 2994.23%-2960.8pp | 1701.33%-1667.9pp | 561.29%-527.9pp |
| Employer contribution / active EE | $75 | $1,380-94.6% | $1,039-92.8% | $4,660-98.4% |
| Participant deferral / active EE | $746 | $2,623-71.6% | $1,952-61.8% | $6,688-88.9% |
| Admin fee / account holder | $1,064 | $3,334-68.1% | $2,829-62.4% | $13,397-92.1% |