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 | $43,705 | $73,360-40.4% | $177,989-75.4% | $74,495-41.3% |
| Participation rate | 30.4% | 66.6%-36.3pp | 77.1%-46.7pp | 67.2%-36.8pp |
| Annual return | 64.19% | 17.49%+46.7pp | 294.48%-230.3pp | 1364.94%-1300.8pp |
| Employer contribution / active EE | $1,182 | $2,216-46.7% | $3,949-70.1% | $2,623-55.0% |
| Participant deferral / active EE | $2,378 | $4,513-47.3% | $6,276-62.1% | $4,346-45.3% |
| Admin fee / account holder | $2,234 | $1,808+23.6% | $10,363-78.4% | $1,942+15.0% |