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 | $8,918 | $90,348-90.1% | $75,972-88.3% | $145,922-93.9% |
| Participation rate | 64.3% | 74.5%-10.2pp | 69.1%-4.8pp | 80.3%-16.0pp |
| Annual return | 12.63% | 620.88%-608.2pp | 359.55%-346.9pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,291 | $3,311-61.0% | $2,685-51.9% | $4,660-72.3% |
| Participant deferral / active EE | $1,724 | $5,162-66.6% | $4,255-59.5% | $6,688-74.2% |
| Admin fee / account holder | $1,442 | $8,467-83.0% | $6,467-77.7% | $13,397-89.2% |