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 | $24,328 | $77,899-68.8% | $149,673-83.7% | $75,163-67.6% |
| Participation rate | 30.9% | 65.6%-34.7pp | 78.8%-47.9pp | 67.2%-36.3pp |
| Annual return | 791.36% | 31.72%+759.6pp | 134.42%+656.9pp | 160.62%+630.7pp |
| Employer contribution / active EE | $480 | $3,137-84.7% | $4,818-90.0% | $2,670-82.0% |
| Participant deferral / active EE | $1,234 | $3,411-63.8% | $5,680-78.3% | $4,125-70.1% |
| Admin fee / account holder | $444 | $5,956-92.5% | $13,210-96.6% | $5,651-92.1% |