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 | $17,852 | $88,751-79.9% | $81,812-78.2% | $145,922-87.8% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 12.72% | 1025.40%-1012.7pp | 773.79%-761.1pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,544 | $3,083-49.9% | $2,912-47.0% | $4,660-66.9% |
| Participant deferral / active EE | $10,167 | $4,643+119.0% | $4,319+135.4% | $6,688+52.0% |
| Admin fee / account holder | $39,204 | $8,415+365.9% | $7,386+430.8% | $13,397+192.6% |