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 | $3,263 | $76,738-95.7% | $56,411-94.2% | $145,922-97.8% |
| Participation rate | 16.7% | 63.2%-46.5pp | 52.5%-35.8pp | 80.3%-63.6pp |
| Annual return | 22.20% | 2994.23%-2972.0pp | 1701.33%-1679.1pp | 561.29%-539.1pp |
| Employer contribution / active EE | $317 | $1,380-77.1% | $1,039-69.5% | $4,660-93.2% |
| Participant deferral / active EE | $379 | $2,623-85.6% | $1,952-80.6% | $6,688-94.3% |
| Admin fee / account holder | $744 | $3,334-77.7% | $2,829-73.7% | $13,397-94.4% |