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 | $7,855 | $76,738-89.8% | $56,411-86.1% | $145,922-94.6% |
| Participation rate | 42.9% | 63.2%-20.4pp | 52.5%-9.6pp | 80.3%-37.4pp |
| Annual return | 24.15% | 2994.23%-2970.1pp | 1701.33%-1677.2pp | 561.29%-537.1pp |
| Employer contribution / active EE | $488 | $1,380-64.6% | $1,039-53.0% | $4,660-89.5% |
| Participant deferral / active EE | $1,687 | $2,623-35.7% | $1,952-13.6% | $6,688-74.8% |
| Admin fee / account holder | $340 | $3,334-89.8% | $2,829-88.0% | $13,397-97.5% |