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 | $11,318 | $123,909-90.9% | $69,647-83.7% | $145,922-92.2% |
| Participation rate | 31.6% | 69.2%-37.6pp | 66.5%-34.9pp | 80.3%-48.7pp |
| Annual return | 13.95% | 190.55%-176.6pp | 100.48%-86.5pp | 561.29%-547.3pp |
| Employer contribution / active EE | $352 | $2,682-86.9% | $1,712-79.4% | $4,660-92.4% |
| Participant deferral / active EE | $1,097 | $4,236-74.1% | $2,886-62.0% | $6,688-83.6% |
| Admin fee / account holder | $595 | $7,863-92.4% | $4,713-87.4% | $13,397-95.6% |