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 | $39,393 | $76,738-48.7% | $56,411-30.2% | $145,922-73.0% |
| Participation rate | 69.2% | 63.2%+6.0pp | 52.5%+16.8pp | 80.3%-11.0pp |
| Annual return | 10.39% | 2994.23%-2983.8pp | 1701.33%-1690.9pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,025 | $1,380+46.7% | $1,039+94.9% | $4,660-56.5% |
| Participant deferral / active EE | $6,313 | $2,623+140.7% | $1,952+223.4% | $6,688-5.6% |
| Admin fee / account holder | $518 | $3,334-84.5% | $2,829-81.7% | $13,397-96.1% |