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 | $13,946 | $76,738-81.8% | $56,411-75.3% | $145,922-90.4% |
| Participation rate | 68.2% | 63.2%+5.0pp | 52.5%+15.7pp | 80.3%-12.1pp |
| Annual return | 17.56% | 2994.23%-2976.7pp | 1701.33%-1683.8pp | 561.29%-543.7pp |
| Employer contribution / active EE | $1,195 | $1,380-13.4% | $1,039+15.1% | $4,660-74.4% |
| Participant deferral / active EE | $3,789 | $2,623+44.5% | $1,952+94.1% | $6,688-43.3% |
| Admin fee / account holder | $2,802 | $3,334-16.0% | $2,829-1.0% | $13,397-79.1% |