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 7-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 | $28,379 | $100,852-71.9% | $90,404-68.6% | $158,922-82.1% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 86.53% | 1724.20%-1637.7pp | 1293.02%-1206.5pp | 302.83%-216.3pp |
| Employer contribution / active EE | $4,684 | $3,689+27.0% | $3,262+43.6% | $4,761-1.6% |
| Participant deferral / active EE | $9,273 | $4,348+113.3% | $3,963+134.0% | $5,982+55.0% |
| Admin fee / account holder | $2,155 | $6,501-66.9% | $5,611-61.6% | $11,246-80.8% |