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 | $13,167 | $76,738-82.8% | $56,411-76.7% | $145,922-91.0% |
| Participation rate | 45.0% | 63.2%-18.2pp | 52.5%-7.5pp | 80.3%-35.3pp |
| Annual return | 15.43% | 2994.23%-2978.8pp | 1701.33%-1685.9pp | 561.29%-545.9pp |
| Employer contribution / active EE | $618 | $1,380-55.2% | $1,039-40.5% | $4,660-86.7% |
| Participant deferral / active EE | $1,585 | $2,623-39.6% | $1,952-18.8% | $6,688-76.3% |
| Admin fee / account holder | $399 | $3,334-88.0% | $2,829-85.9% | $13,397-97.0% |