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 7-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 | $11,662 | $81,625-85.7% | $58,482-80.1% | $139,434-91.6% |
| Participation rate | 35.3% | 61.3%-26.0pp | 50.9%-15.6pp | 80.3%-45.0pp |
| Annual return | 15.52% | 7404.20%-7388.7pp | 4239.32%-4223.8pp | 372.94%-357.4pp |
| Employer contribution / active EE | $344 | $1,398-75.4% | $1,053-67.3% | $4,751-92.8% |
| Participant deferral / active EE | $591 | $2,557-76.9% | $1,924-69.3% | $6,710-91.2% |
| Admin fee / account holder | $444 | $3,265-86.4% | $2,516-82.4% | $11,403-96.1% |