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 | $35,947 | $34,934+2.9% | $56,411-36.3% | $74,495-51.7% |
| Participation rate | 6.4% | 32.8%-26.4pp | 52.5%-46.0pp | 67.2%-60.8pp |
| Annual return | 22.21% | 25.94%-3.7pp | 1701.33%-1679.1pp | 1364.94%-1342.7pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $481 | $1,170-58.9% | $1,952-75.4% | $4,346-88.9% |
| Admin fee / account holder | $511 | $2,364-78.4% | $2,829-81.9% | $1,942-73.7% |