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 | $35,160 | $126,574-72.2% | $106,213-66.9% | $145,922-75.9% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 16.60% | 224.79%-208.2pp | 116.14%-99.5pp | 561.29%-544.7pp |
| Employer contribution / active EE | $808 | $3,730-78.3% | $3,171-74.5% | $4,660-82.7% |
| Participant deferral / active EE | $8,775 | $5,724+53.3% | $5,016+74.9% | $6,688+31.2% |
| Admin fee / account holder | $327 | $17,304-98.1% | $11,033-97.0% | $13,397-97.6% |