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 6-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 | $22,228 | $96,305-76.9% | $80,569-72.4% | $139,434-84.1% |
| Participation rate | 38.9% | 73.6%-34.7pp | 67.0%-28.1pp | 80.3%-41.4pp |
| Annual return | 16.67% | 1350.08%-1333.4pp | 935.43%-918.8pp | 372.94%-356.3pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,795 | $5,232-8.4% | $4,447+7.8% | $6,710-28.5% |
| Admin fee / account holder | $6,713 | $6,599+1.7% | $5,377+24.8% | $11,403-41.1% |