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 | $12,646 | $156,846-91.9% | $121,098-89.6% | $139,434-90.9% |
| Participation rate | 37.5% | 76.4%-38.9pp | 69.5%-32.0pp | 80.3%-42.8pp |
| Annual return | 9.84% | 1474.56%-1464.7pp | 985.75%-975.9pp | 372.94%-363.1pp |
| Employer contribution / active EE | $854 | $5,536-84.6% | $4,164-79.5% | $4,751-82.0% |
| Participant deferral / active EE | $1,087 | $4,844-77.6% | $4,080-73.3% | $6,710-83.8% |
| Admin fee / account holder | $8,864 | $6,946+27.6% | $5,644+57.0% | $11,403-22.3% |