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 | $52,527 | $102,317-48.7% | $146,958-64.3% | $80,856-35.0% |
| Participation rate | 43.8% | 75.8%-32.1pp | 82.2%-38.4pp | 67.6%-23.9pp |
| Annual return | 88.56% | 134.76%-46.2pp | 418.34%-329.8pp | 35.59%+53.0pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,609 | $6,644-15.6% | $8,070-30.5% | $4,296+30.6% |
| Admin fee / account holder | $1,096 | $7,941-86.2% | $12,998-91.6% | $6,918-84.2% |