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 | $36,670 | $81,625-55.1% | $58,482-37.3% | $139,434-73.7% |
| Participation rate | 63.6% | 61.3%+2.3pp | 50.9%+12.8pp | 80.3%-16.7pp |
| Annual return | 16.47% | 7404.20%-7387.7pp | 4239.32%-4222.9pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,805 | $1,398+29.1% | $1,053+71.4% | $4,751-62.0% |
| Participant deferral / active EE | $6,021 | $2,557+135.5% | $1,924+213.0% | $6,710-10.3% |
| Admin fee / account holder | $730 | $3,265-77.6% | $2,516-71.0% | $11,403-93.6% |