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 | $7,430 | $109,982-93.2% | $97,226-92.4% | $145,922-94.9% |
| Participation rate | 40.0% | 75.9%-35.9pp | 72.7%-32.7pp | 80.3%-40.3pp |
| Annual return | 12.93% | 242.90%-230.0pp | 75.13%-62.2pp | 561.29%-548.4pp |
| Employer contribution / active EE | $510 | $3,084-83.5% | $2,729-81.3% | $4,660-89.1% |
| Participant deferral / active EE | $1,270 | $4,676-72.8% | $4,264-70.2% | $6,688-81.0% |
| Admin fee / account holder | $1,237 | $6,221-80.1% | $5,654-78.1% | $13,397-90.8% |