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 | $21,929 | $76,738-71.4% | $56,411-61.1% | $145,922-85.0% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 8.49% | 2994.23%-2985.7pp | 1701.33%-1692.8pp | 561.29%-552.8pp |
| Employer contribution / active EE | $2,088 | $1,380+51.3% | $1,039+101.0% | $4,660-55.2% |
| Participant deferral / active EE | $3,597 | $2,623+37.1% | $1,952+84.3% | $6,688-46.2% |
| Admin fee / account holder | $15,129 | $3,334+353.8% | $2,829+434.8% | $13,397+12.9% |