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 5-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 | $25,331 | $102,317-75.2% | $146,958-82.8% | $80,856-68.7% |
| Participation rate | 36.7% | 75.8%-39.2pp | 82.2%-45.5pp | 67.6%-31.0pp |
| Annual return | 46.95% | 134.76%-87.8pp | 418.34%-371.4pp | 35.59%+11.4pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,631 | $6,644-30.3% | $8,070-42.6% | $4,296+7.8% |
| Admin fee / account holder | $1,196 | $7,941-84.9% | $12,998-90.8% | $6,918-82.7% |