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 | $14,002 | $88,751-84.2% | $81,812-82.9% | $145,922-90.4% |
| Participation rate | 35.3% | 75.0%-39.7pp | 72.3%-37.0pp | 80.3%-45.0pp |
| Annual return | 125.70% | 1025.40%-899.7pp | 773.79%-648.1pp | 561.29%-435.6pp |
| Employer contribution / active EE | $669 | $3,083-78.3% | $2,912-77.0% | $4,660-85.6% |
| Participant deferral / active EE | $1,373 | $4,643-70.4% | $4,319-68.2% | $6,688-79.5% |
| Admin fee / account holder | $496 | $8,415-94.1% | $7,386-93.3% | $13,397-96.3% |