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 | $1,929 | $76,738-97.5% | $56,411-96.6% | $145,922-98.7% |
| Participation rate | 65.0% | 63.2%+1.8pp | 52.5%+12.5pp | 80.3%-15.3pp |
| Annual return | 8.11% | 2994.23%-2986.1pp | 1701.33%-1693.2pp | 561.29%-553.2pp |
| Employer contribution / active EE | $675 | $1,380-51.1% | $1,039-35.0% | $4,660-85.5% |
| Participant deferral / active EE | $911 | $2,623-65.3% | $1,952-53.3% | $6,688-86.4% |
| Admin fee / account holder | $945 | $3,334-71.7% | $2,829-66.6% | $13,397-92.9% |