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 | $13,952 | $70,606-80.2% | $53,898-74.1% | $142,382-90.2% |
| Participation rate | 60.0% | 63.7%-3.7pp | 55.0%+5.0pp | 80.1%-20.1pp |
| Annual return | 14.00% | 619.81%-605.8pp | 528.60%-514.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $610 | $1,202-49.3% | $932-34.6% | $4,299-85.8% |
| Participant deferral / active EE | $1,263 | $2,364-46.6% | $1,826-30.8% | $6,507-80.6% |
| Admin fee / account holder | $472 | $2,852-83.5% | $2,491-81.1% | $12,624-96.3% |