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 | $109,761 | $171,865-36.1% | $149,718-26.7% | $147,584-25.6% |
| Participation rate | 43.8% | 88.2%-44.4pp | 87.1%-43.3pp | 82.8%-39.1pp |
| Annual return | 15.44% | 2113.22%-2097.8pp | 1501.63%-1486.2pp | 578.55%-563.1pp |
| Employer contribution / active EE | $1,770 | $6,275-71.8% | $5,445-67.5% | $4,876-63.7% |
| Participant deferral / active EE | $3,675 | $7,271-49.5% | $6,569-44.1% | $5,439-32.4% |
| Admin fee / account holder | $9,829 | $13,799-28.8% | $11,283-12.9% | $10,885-9.7% |