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 7-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 | $37,967 | $76,738-50.5% | $56,411-32.7% | $145,922-74.0% |
| Participation rate | 38.5% | 63.2%-24.8pp | 52.5%-14.0pp | 80.3%-41.8pp |
| Annual return | 18.81% | 2994.23%-2975.4pp | 1701.33%-1682.5pp | 561.29%-542.5pp |
| Employer contribution / active EE | $544 | $1,380-60.6% | $1,039-47.7% | $4,660-88.3% |
| Participant deferral / active EE | $2,254 | $2,623-14.0% | $1,952+15.5% | $6,688-66.3% |
| Admin fee / account holder | $637 | $3,334-80.9% | $2,829-77.5% | $13,397-95.2% |