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 8-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 | $119,338 | $169,032-29.4% | $129,207-7.6% | $145,922-18.2% |
| Participation rate | 12.5% | 76.4%-63.9pp | 69.6%-57.1pp | 80.3%-67.8pp |
| Annual return | 14.80% | 14330.11%-14315.3pp | 9417.33%-9402.5pp | 561.29%-546.5pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,068 | $4,987+1.6% | $4,168+21.6% | $6,688-24.2% |
| Admin fee / account holder | $900 | $9,954-91.0% | $7,715-88.3% | $13,397-93.3% |