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 | $24,740 | $175,202-85.9% | $149,673-83.5% | $139,434-82.3% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 81.55% | 166.71%-85.2pp | 134.42%-52.9pp | 372.94%-291.4pp |
| Employer contribution / active EE | $9,557 | $5,474+74.6% | $4,818+98.4% | $4,751+101.2% |
| Participant deferral / active EE | $4,805 | $6,519-26.3% | $5,680-15.4% | $6,710-28.4% |
| Admin fee / account holder | $1,401 | $16,150-91.3% | $13,210-89.4% | $11,403-87.7% |