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 | $25,357 | $81,625-68.9% | $58,482-56.6% | $139,434-81.8% |
| Participation rate | 38.1% | 61.3%-23.2pp | 50.9%-12.8pp | 80.3%-42.2pp |
| Annual return | 180.83% | 7404.20%-7223.4pp | 4239.32%-4058.5pp | 372.94%-192.1pp |
| Employer contribution / active EE | $1,103 | $1,398-21.1% | $1,053+4.7% | $4,751-76.8% |
| Participant deferral / active EE | $1,572 | $2,557-38.5% | $1,924-18.3% | $6,710-76.6% |
| Admin fee / account holder | $557 | $3,265-82.9% | $2,516-77.9% | $11,403-95.1% |