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 | $13,912 | $109,817-87.3% | $98,442-85.9% | $167,490-91.7% |
| Participation rate | 38.5% | 75.8%-37.4pp | 73.3%-34.9pp | 82.1%-43.6pp |
| Annual return | 37.91% | 1956.69%-1918.8pp | 1492.73%-1454.8pp | 478.56%-440.7pp |
| Employer contribution / active EE | $712 | $3,224-77.9% | $2,960-75.9% | $4,837-85.3% |
| Participant deferral / active EE | $1,522 | $4,673-67.4% | $4,276-64.4% | $6,341-76.0% |
| Admin fee / account holder | $1,492 | $6,753-77.9% | $5,949-74.9% | $12,309-87.9% |