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 | $81,962 | $70,606+16.1% | $53,898+52.1% | $142,382-42.4% |
| Participation rate | 9.5% | 63.7%-54.2pp | 55.0%-45.4pp | 80.1%-70.6pp |
| Annual return | 13.63% | 619.81%-606.2pp | 528.60%-515.0pp | 217.08%-203.4pp |
| Employer contribution / active EE | $187 | $1,202-84.5% | $932-80.0% | $4,299-95.7% |
| Participant deferral / active EE | $800 | $2,364-66.2% | $1,826-56.2% | $6,507-87.7% |
| Admin fee / account holder | $439 | $2,852-84.6% | $2,491-82.4% | $12,624-96.5% |