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 | $93,390 | $169,032-44.8% | $129,207-27.7% | $145,922-36.0% |
| Participation rate | 33.3% | 76.4%-43.1pp | 69.6%-36.3pp | 80.3%-46.9pp |
| Annual return | 26.65% | 14330.11%-14303.5pp | 9417.33%-9390.7pp | 561.29%-534.6pp |
| Employer contribution / active EE | $1,652 | $5,537-70.2% | $4,153-60.2% | $4,660-64.5% |
| Participant deferral / active EE | $8,046 | $4,987+61.3% | $4,168+93.1% | $6,688+20.3% |
| Admin fee / account holder | $18,877 | $9,954+89.6% | $7,715+144.7% | $13,397+40.9% |