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 10-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 | $69,037 | $44,850+53.9% | $60,547+14.0% | $59,632+15.8% |
| Participation rate | 44.4% | 59.5%-15.0pp | 68.0%-23.5pp | 68.7%-24.2pp |
| Annual return | 0.82% | 1074.14%-1073.3pp | 335.64%-334.8pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $319 | $1,462-78.2% | $2,419-86.8% | $2,203-85.5% |
| Participant deferral / active EE | $2,788 | $2,230+25.0% | $3,328-16.2% | $3,192-12.6% |
| Admin fee / account holder | $4,004 | $3,635+10.1% | $4,536-11.7% | $4,297-6.8% |