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 9-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 | $16,035 | $76,738-79.1% | $56,411-71.6% | $145,922-89.0% |
| Participation rate | 38.9% | 63.2%-24.3pp | 52.5%-13.6pp | 80.3%-41.4pp |
| Annual return | 9.04% | 2994.23%-2985.2pp | 1701.33%-1692.3pp | 561.29%-552.2pp |
| Employer contribution / active EE | $564 | $1,380-59.1% | $1,039-45.7% | $4,660-87.9% |
| Participant deferral / active EE | $705 | $2,623-73.1% | $1,952-63.9% | $6,688-89.5% |
| Admin fee / account holder | $4,180 | $3,334+25.4% | $2,829+47.8% | $13,397-68.8% |