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 | $9,743 | $30,400-68.0% | $53,898-81.9% | $84,808-88.5% |
| Participation rate | 27.4% | 46.4%-19.1pp | 55.0%-27.6pp | 68.3%-40.9pp |
| Annual return | 35.13% | 500.19%-465.1pp | 528.60%-493.5pp | 40.90%-5.8pp |
| Employer contribution / active EE | $305 | $603-49.5% | $932-67.3% | $2,631-88.4% |
| Participant deferral / active EE | $560 | $1,199-53.3% | $1,826-69.3% | $4,212-86.7% |
| Admin fee / account holder | $549 | $1,993-72.5% | $2,491-78.0% | $7,344-92.5% |