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 | $14,746 | $102,604-85.6% | $86,188-82.9% | $139,434-89.4% |
| Participation rate | 7.1% | 74.5%-67.4pp | 69.0%-61.8pp | 80.3%-73.2pp |
| Annual return | 70.23% | 1922.51%-1852.3pp | 1168.45%-1098.2pp | 372.94%-302.7pp |
| Employer contribution / active EE | $537 | $3,032-82.3% | $2,380-77.4% | $4,751-88.7% |
| Participant deferral / active EE | $1,343 | $4,676-71.3% | $3,985-66.3% | $6,710-80.0% |
| Admin fee / account holder | $1,410 | $8,657-83.7% | $6,852-79.4% | $11,403-87.6% |