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 8-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 | $26,505 | $76,738-65.5% | $56,411-53.0% | $145,922-81.8% |
| Participation rate | 23.1% | 63.2%-40.1pp | 52.5%-29.4pp | 80.3%-57.2pp |
| Annual return | 11.26% | 2994.23%-2983.0pp | 1701.33%-1690.1pp | 561.29%-550.0pp |
| Employer contribution / active EE | $303 | $1,380-78.1% | $1,039-70.9% | $4,660-93.5% |
| Participant deferral / active EE | $412 | $2,623-84.3% | $1,952-78.9% | $6,688-93.8% |
| Admin fee / account holder | $362 | $3,334-89.1% | $2,829-87.2% | $13,397-97.3% |