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 | $48,633 | $118,849-59.1% | $96,562-49.6% | $167,490-71.0% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.1pp | 82.1%-15.4pp |
| Annual return | 1687.28% | 50.49%+1636.8pp | 37.78%+1649.5pp | 478.56%+1208.7pp |
| Employer contribution / active EE | $1,065 | $3,120-65.9% | $2,356-54.8% | $4,837-78.0% |
| Participant deferral / active EE | $1,954 | $4,616-57.7% | $3,849-49.2% | $6,341-69.2% |
| Admin fee / account holder | $2,619 | $8,065-67.5% | $6,181-57.6% | $12,309-78.7% |