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 3-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 | $32,409 | $169,032-80.8% | $129,207-74.9% | $145,922-77.8% |
| Participation rate | 38.9% | 76.4%-37.6pp | 69.6%-30.7pp | 80.3%-41.4pp |
| Annual return | 63.51% | 14330.11%-14266.6pp | 9417.33%-9353.8pp | 561.29%-497.8pp |
| Employer contribution / active EE | $827 | $5,537-85.1% | $4,153-80.1% | $4,660-82.2% |
| Participant deferral / active EE | $6,799 | $4,987+36.3% | $4,168+63.1% | $6,688+1.7% |
| Admin fee / account holder | $330 | $9,954-96.7% | $7,715-95.7% | $13,397-97.5% |