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 | $6,792 | $74,888-90.9% | $71,209-90.5% | $142,382-95.2% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 21.43% | 345.14%-323.7pp | 282.51%-261.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $881 | $2,854-69.1% | $2,721-67.6% | $4,299-79.5% |
| Participant deferral / active EE | $949 | $4,454-78.7% | $4,175-77.3% | $6,507-85.4% |
| Admin fee / account holder | $4,647 | $5,568-16.5% | $5,349-13.1% | $12,624-63.2% |