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 | $26,589 | $76,738-65.4% | $56,411-52.9% | $145,922-81.8% |
| Participation rate | 37.5% | 63.2%-25.7pp | 52.5%-15.0pp | 80.3%-42.8pp |
| Annual return | 11.46% | 2994.23%-2982.8pp | 1701.33%-1689.9pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,239 | $1,380-10.2% | $1,039+19.3% | $4,660-73.4% |
| Participant deferral / active EE | $2,975 | $2,623+13.4% | $1,952+52.4% | $6,688-55.5% |
| Admin fee / account holder | $3,232 | $3,334-3.0% | $2,829+14.3% | $13,397-75.9% |