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 | $15,184 | $81,625-81.4% | $58,482-74.0% | $139,434-89.1% |
| Participation rate | 33.3% | 61.3%-28.0pp | 50.9%-17.5pp | 80.3%-47.0pp |
| Annual return | 28.78% | 7404.20%-7375.4pp | 4239.32%-4210.5pp | 372.94%-344.2pp |
| Employer contribution / active EE | $1,392 | $1,398-0.4% | $1,053+32.2% | $4,751-70.7% |
| Participant deferral / active EE | $1,384 | $2,557-45.9% | $1,924-28.1% | $6,710-79.4% |
| Admin fee / account holder | $323 | $3,265-90.1% | $2,516-87.2% | $11,403-97.2% |