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 8-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 | $9,914 | $108,642-90.9% | $74,701-86.7% | $152,861-93.5% |
| Participation rate | 50.0% | 65.3%-15.3pp | 54.5%-4.5pp | 82.4%-32.4pp |
| Annual return | 37.78% | 114.06%-76.3pp | 752.92%-715.1pp | 345.32%-307.5pp |
| Employer contribution / active EE | $1,193 | $1,503-20.6% | $1,084+10.1% | $4,762-75.0% |
| Participant deferral / active EE | $2,126 | $2,712-21.6% | $1,964+8.3% | $5,850-63.7% |
| Admin fee / account holder | $431 | $4,902-91.2% | $3,333-87.1% | $11,596-96.3% |