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 6-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 | $62,534 | $76,738-18.5% | $56,411+10.9% | $145,922-57.1% |
| Participation rate | 57.9% | 63.2%-5.3pp | 52.5%+5.4pp | 80.3%-22.4pp |
| Annual return | 39.93% | 2994.23%-2954.3pp | 1701.33%-1661.4pp | 561.29%-521.4pp |
| Employer contribution / active EE | $2,665 | $1,380+93.1% | $1,039+156.6% | $4,660-42.8% |
| Participant deferral / active EE | $4,390 | $2,623+67.4% | $1,952+124.9% | $6,688-34.4% |
| Admin fee / account holder | $3,976 | $3,334+19.3% | $2,829+40.6% | $13,397-70.3% |