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 8-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 | $35,513 | $104,486-66.0% | $76,817-53.8% | $152,861-76.8% |
| Participation rate | 17.6% | 76.6%-58.9pp | 72.1%-54.4pp | 82.4%-64.8pp |
| Annual return | 16.73% | 1013.37%-996.6pp | 1166.11%-1149.4pp | 345.32%-328.6pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,302-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,352 | $4,236+2.8% | $3,336+30.5% | $5,850-25.6% |
| Admin fee / account holder | $43,990 | $12,275+258.4% | $6,420+585.2% | $11,596+279.3% |