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 3-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 | $5,609 | $76,738-92.7% | $56,411-90.1% | $145,922-96.2% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 66.82% | 2994.23%-2927.4pp | 1701.33%-1634.5pp | 561.29%-494.5pp |
| Employer contribution / active EE | $1,462 | $1,380+6.0% | $1,039+40.8% | $4,660-68.6% |
| Participant deferral / active EE | $2,632 | $2,623+0.3% | $1,952+34.8% | $6,688-60.6% |
| Admin fee / account holder | $513 | $3,334-84.6% | $2,829-81.9% | $13,397-96.2% |