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 | $43,300 | $49,173-11.9% | $121,098-64.2% | $75,163-42.4% |
| Participation rate | 34.6% | 55.4%-20.8pp | 69.5%-34.9pp | 67.2%-32.6pp |
| Annual return | 31.95% | 55.99%-24.0pp | 985.75%-953.8pp | 160.62%-128.7pp |
| Employer contribution / active EE | $5,539 | $1,546+258.4% | $4,164+33.0% | $2,670+107.5% |
| Participant deferral / active EE | $4,139 | $2,628+57.5% | $4,080+1.5% | $4,125+0.3% |
| Admin fee / account holder | $333 | $3,942-91.6% | $5,644-94.1% | $5,651-94.1% |