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 | $40,749 | $72,400-43.7% | $67,502-39.6% | $145,922-72.1% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 9.41% | 7182.46%-7173.0pp | 3512.12%-3502.7pp | 561.29%-551.9pp |
| Employer contribution / active EE | $9,176 | $3,069+199.0% | $2,731+236.0% | $4,660+96.9% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $4,000-100.0% | $6,688-100.0% |
| Admin fee / account holder | $11,546 | $5,539+108.5% | $3,998+188.8% | $13,397-13.8% |