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 3-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 | $20,358 | $76,738-73.5% | $56,411-63.9% | $145,922-86.0% |
| Participation rate | 21.1% | 63.2%-42.2pp | 52.5%-31.4pp | 80.3%-59.2pp |
| Annual return | 14.23% | 2994.23%-2980.0pp | 1701.33%-1687.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $607 | $1,380-56.0% | $1,039-41.5% | $4,660-87.0% |
| Participant deferral / active EE | $1,105 | $2,623-57.9% | $1,952-43.4% | $6,688-83.5% |
| Admin fee / account holder | $844 | $3,334-74.7% | $2,829-70.1% | $13,397-93.7% |