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 3-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 | $6,287 | $76,738-91.8% | $56,411-88.9% | $145,922-95.7% |
| Participation rate | 60.0% | 63.2%-3.2pp | 52.5%+7.5pp | 80.3%-20.3pp |
| Annual return | 25.64% | 2994.23%-2968.6pp | 1701.33%-1675.7pp | 561.29%-535.6pp |
| Employer contribution / active EE | $954 | $1,380-30.9% | $1,039-8.2% | $4,660-79.5% |
| Participant deferral / active EE | $2,422 | $2,623-7.6% | $1,952+24.1% | $6,688-63.8% |
| Admin fee / account holder | $339 | $3,334-89.8% | $2,829-88.0% | $13,397-97.5% |