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 | $22,557 | $76,738-70.6% | $56,411-60.0% | $145,922-84.5% |
| Participation rate | 57.1% | 63.2%-6.1pp | 52.5%+4.7pp | 80.3%-23.1pp |
| Annual return | 20.41% | 2994.23%-2973.8pp | 1701.33%-1680.9pp | 561.29%-540.9pp |
| Employer contribution / active EE | $2,393 | $1,380+73.4% | $1,039+130.4% | $4,660-48.6% |
| Participant deferral / active EE | $313 | $2,623-88.1% | $1,952-84.0% | $6,688-95.3% |
| Admin fee / account holder | $592 | $3,334-82.2% | $2,829-79.1% | $13,397-95.6% |