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 | $15,908 | $74,888-78.8% | $71,209-77.7% | $142,382-88.8% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 13067.14% | 345.14%+12722.0pp | 282.51%+12784.6pp | 217.08%+12850.1pp |
| Employer contribution / active EE | $4,099 | $2,854+43.6% | $2,721+50.6% | $4,299-4.7% |
| Participant deferral / active EE | $6,529 | $4,454+46.6% | $4,175+56.4% | $6,507+0.3% |
| Admin fee / account holder | $4,676 | $5,568-16.0% | $5,349-12.6% | $12,624-63.0% |