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 3-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 | $26,442 | $88,751-70.2% | $81,812-67.7% | $145,922-81.9% |
| Participation rate | 26.3% | 75.0%-48.7pp | 72.3%-46.0pp | 80.3%-54.0pp |
| Annual return | 42.57% | 1025.40%-982.8pp | 773.79%-731.2pp | 561.29%-518.7pp |
| Employer contribution / active EE | $1,592 | $3,083-48.4% | $2,912-45.3% | $4,660-65.8% |
| Participant deferral / active EE | $1,966 | $4,643-57.7% | $4,319-54.5% | $6,688-70.6% |
| Admin fee / account holder | $3,420 | $8,415-59.4% | $7,386-53.7% | $13,397-74.5% |