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 | $12,345 | $57,281-78.4% | $86,612-85.7% | $75,163-83.6% |
| Participation rate | 44.6% | 63.2%-18.6pp | 71.7%-27.1pp | 67.2%-22.5pp |
| Annual return | 49.50% | 2670.75%-2621.2pp | 591.07%-541.6pp | 160.62%-111.1pp |
| Employer contribution / active EE | $1,154 | $2,314-50.1% | $3,022-61.8% | $2,670-56.8% |
| Participant deferral / active EE | $1,986 | $3,318-40.1% | $4,438-55.2% | $4,125-51.8% |
| Admin fee / account holder | $915 | $4,112-77.8% | $5,614-83.7% | $5,651-83.8% |