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 | $77,058 | $88,751-13.2% | $81,812-5.8% | $145,922-47.2% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 11.17% | 1025.40%-1014.2pp | 773.79%-762.6pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,016 | $3,083-34.6% | $2,912-30.8% | $4,660-56.7% |
| Participant deferral / active EE | $3,353 | $4,643-27.8% | $4,319-22.4% | $6,688-49.9% |
| Admin fee / account holder | $190,658 | $8,415+2165.6% | $7,386+2481.4% | $13,397+1323.1% |