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 | $21,521 | $72,400-70.3% | $67,502-68.1% | $145,922-85.3% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 10.08% | 7182.46%-7172.4pp | 3512.12%-3502.0pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,015 | $3,069-66.9% | $2,731-62.8% | $4,660-78.2% |
| Participant deferral / active EE | $4,360 | $4,783-8.8% | $4,000+9.0% | $6,688-34.8% |
| Admin fee / account holder | $603 | $5,539-89.1% | $3,998-84.9% | $13,397-95.5% |