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 | $18,365 | $81,625-77.5% | $58,482-68.6% | $139,434-86.8% |
| Participation rate | 58.8% | 61.3%-2.5pp | 50.9%+8.0pp | 80.3%-21.5pp |
| Annual return | 39.30% | 7404.20%-7364.9pp | 4239.32%-4200.0pp | 372.94%-333.6pp |
| Employer contribution / active EE | $1,855 | $1,398+32.7% | $1,053+76.2% | $4,751-60.9% |
| Participant deferral / active EE | $3,538 | $2,557+38.4% | $1,924+83.9% | $6,710-47.3% |
| Admin fee / account holder | $409 | $3,265-87.5% | $2,516-83.7% | $11,403-96.4% |