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 | $9,746 | $70,606-86.2% | $53,898-81.9% | $142,382-93.2% |
| Participation rate | 25.0% | 63.7%-38.7pp | 55.0%-30.0pp | 80.1%-55.1pp |
| Annual return | 13.33% | 619.81%-606.5pp | 528.60%-515.3pp | 217.08%-203.7pp |
| Employer contribution / active EE | $684 | $1,202-43.1% | $932-26.6% | $4,299-84.1% |
| Participant deferral / active EE | $732 | $2,364-69.1% | $1,826-59.9% | $6,507-88.8% |
| Admin fee / account holder | $2,445 | $2,852-14.3% | $2,491-1.9% | $12,624-80.6% |