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 9-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 | $31,330 | $150,440-79.2% | $136,294-77.0% | $147,584-78.8% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 33.72% | 1049.08%-1015.4pp | 5155.94%-5122.2pp | 578.55%-544.8pp |
| Employer contribution / active EE | $1,710 | $5,256-67.5% | $4,695-63.6% | $4,876-64.9% |
| Participant deferral / active EE | $8,162 | $6,630+23.1% | $6,247+30.7% | $5,439+50.1% |
| Admin fee / account holder | $316 | $10,905-97.1% | $9,243-96.6% | $10,885-97.1% |