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 | $38,691 | $76,738-49.6% | $56,411-31.4% | $145,922-73.5% |
| Participation rate | 41.2% | 63.2%-22.0pp | 52.5%-11.3pp | 80.3%-39.1pp |
| Annual return | 14.99% | 2994.23%-2979.2pp | 1701.33%-1686.3pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,132 | $1,380-18.0% | $1,039+9.0% | $4,660-75.7% |
| Participant deferral / active EE | $1,565 | $2,623-40.3% | $1,952-19.8% | $6,688-76.6% |
| Admin fee / account holder | $1,539 | $3,334-53.8% | $2,829-45.6% | $13,397-88.5% |