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 | $29,313 | $68,346-57.1% | $94,646-69.0% | $75,163-61.0% |
| Participation rate | 51.1% | 76.1%-25.0pp | 80.8%-29.8pp | 67.2%-16.1pp |
| Annual return | 50.55% | 616.93%-566.4pp | 156.71%-106.2pp | 160.62%-110.1pp |
| Employer contribution / active EE | $1,495 | $2,701-44.6% | $3,672-59.3% | $2,670-44.0% |
| Participant deferral / active EE | $3,241 | $6,537-50.4% | $7,418-56.3% | $4,125-21.4% |
| Admin fee / account holder | $676 | $5,326-87.3% | $7,231-90.6% | $5,651-88.0% |