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 5-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 | $2,989 | $70,606-95.8% | $53,898-94.5% | $142,382-97.9% |
| Participation rate | 30.8% | 63.7%-32.9pp | 55.0%-24.2pp | 80.1%-49.4pp |
| Annual return | 13.76% | 619.81%-606.1pp | 528.60%-514.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $433 | $1,202-64.0% | $932-53.6% | $4,299-89.9% |
| Participant deferral / active EE | $536 | $2,364-77.3% | $1,826-70.6% | $6,507-91.8% |
| Admin fee / account holder | $2,428 | $2,852-14.8% | $2,491-2.5% | $12,624-80.8% |