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 | $13,872 | $76,738-81.9% | $56,411-75.4% | $145,922-90.5% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 15.64% | 2994.23%-2978.6pp | 1701.33%-1685.7pp | 561.29%-545.6pp |
| Employer contribution / active EE | $899 | $1,380-34.9% | $1,039-13.5% | $4,660-80.7% |
| Participant deferral / active EE | $4,076 | $2,623+55.4% | $1,952+108.8% | $6,688-39.0% |
| Admin fee / account holder | $1,189 | $3,334-64.3% | $2,829-58.0% | $13,397-91.1% |