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 | $21,664 | $138,044-84.3% | $125,339-82.7% | $134,475-83.9% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | 41.97% | 750.33%-708.4pp | 572.05%-530.1pp | 417.96%-376.0pp |
| Employer contribution / active EE | $2,253 | $5,243-57.0% | $4,814-53.2% | $4,740-52.5% |
| Participant deferral / active EE | $2,798 | $7,799-64.1% | $7,446-62.4% | $6,400-56.3% |
| Admin fee / account holder | $4,259 | $11,571-63.2% | $10,010-57.4% | $11,426-62.7% |