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 | $38,499 | $70,606-45.5% | $53,898-28.6% | $142,382-73.0% |
| Participation rate | 15.4% | 63.7%-48.3pp | 55.0%-39.6pp | 80.1%-64.7pp |
| Annual return | 18.15% | 619.81%-601.7pp | 528.60%-510.5pp | 217.08%-198.9pp |
| Employer contribution / active EE | $277 | $1,202-77.0% | $932-70.3% | $4,299-93.6% |
| Participant deferral / active EE | $1,818 | $2,364-23.1% | $1,826-0.4% | $6,507-72.1% |
| Admin fee / account holder | $356 | $2,852-87.5% | $2,491-85.7% | $12,624-97.2% |