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 6-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 | $8,684 | $96,635-91.0% | $86,612-90.0% | $139,434-93.8% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 23.04% | 106.41%-83.4pp | 591.07%-568.0pp | 372.94%-349.9pp |
| Employer contribution / active EE | $500 | $3,263-84.7% | $3,022-83.5% | $4,751-89.5% |
| Participant deferral / active EE | $1,388 | $4,836-71.3% | $4,438-68.7% | $6,710-79.3% |
| Admin fee / account holder | $1,384 | $6,408-78.4% | $5,614-75.4% | $11,403-87.9% |