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 | $145,003 | $30,400+377.0% | $53,898+169.0% | $84,808+71.0% |
| Participation rate | 3.3% | 46.4%-43.1pp | 55.0%-51.6pp | 68.3%-65.0pp |
| Annual return | 34.13% | 500.19%-466.1pp | 528.60%-494.5pp | 40.90%-6.8pp |
| Employer contribution / active EE | $138 | $603-77.1% | $932-85.2% | $2,631-94.8% |
| Participant deferral / active EE | $1,361 | $1,199+13.6% | $1,826-25.5% | $4,212-67.7% |
| Admin fee / account holder | $18,994 | $1,993+852.9% | $2,491+662.6% | $7,344+158.6% |