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 6-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 | $29,320 | $70,606-58.5% | $53,898-45.6% | $142,382-79.4% |
| Participation rate | 37.5% | 63.7%-26.2pp | 55.0%-17.5pp | 80.1%-42.6pp |
| Annual return | 27.80% | 619.81%-592.0pp | 528.60%-500.8pp | 217.08%-189.3pp |
| Employer contribution / active EE | $429 | $1,202-64.3% | $932-54.0% | $4,299-90.0% |
| Participant deferral / active EE | $2,180 | $2,364-7.8% | $1,826+19.4% | $6,507-66.5% |
| Admin fee / account holder | $659 | $2,852-76.9% | $2,491-73.5% | $12,624-94.8% |