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 | $39,913 | $148,534-73.1% | $135,903-70.6% | $139,434-71.4% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 558.05% | 79.19%+478.9pp | 68.23%+489.8pp | 372.94%+185.1pp |
| Employer contribution / active EE | $1,273 | $5,243-75.7% | $4,856-73.8% | $4,751-73.2% |
| Participant deferral / active EE | $5,648 | $8,100-30.3% | $7,758-27.2% | $6,710-15.8% |
| Admin fee / account holder | $435 | $12,400-96.5% | $10,762-96.0% | $11,403-96.2% |