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 6-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 | $30,001 | $115,770-74.1% | $101,248-70.4% | $158,922-81.1% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 104.21% | 56.14%+48.1pp | 46.47%+57.7pp | 302.83%-198.6pp |
| Employer contribution / active EE | $1,496 | $4,175-64.2% | $3,660-59.1% | $4,761-68.6% |
| Participant deferral / active EE | $4,760 | $4,957-4.0% | $4,370+8.9% | $5,982-20.4% |
| Admin fee / account holder | $625 | $7,245-91.4% | $5,945-89.5% | $11,246-94.4% |