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 3-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 | $20,548 | $76,738-73.2% | $56,411-63.6% | $145,922-85.9% |
| Participation rate | 38.9% | 63.2%-24.3pp | 52.5%-13.6pp | 80.3%-41.4pp |
| Annual return | 16.43% | 2994.23%-2977.8pp | 1701.33%-1684.9pp | 561.29%-544.9pp |
| Employer contribution / active EE | $819 | $1,380-40.7% | $1,039-21.2% | $4,660-82.4% |
| Participant deferral / active EE | $2,252 | $2,623-14.1% | $1,952+15.4% | $6,688-66.3% |
| Admin fee / account holder | $2,956 | $3,334-11.3% | $2,829+4.5% | $13,397-77.9% |