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 | $75,299 | $40,385+86.5% | $80,569-6.5% | $74,419+1.2% |
| Participation rate | 14.8% | 47.4%-32.6pp | 67.0%-52.2pp | 70.7%-56.0pp |
| Annual return | 15.84% | 164.85%-149.0pp | 935.43%-919.6pp | 34.38%-18.5pp |
| Employer contribution / active EE | $802 | $1,496-46.4% | $2,723-70.5% | $2,637-69.6% |
| Participant deferral / active EE | $1,614 | $2,674-39.6% | $4,447-63.7% | $4,528-64.4% |
| Admin fee / account holder | $10,631 | $720+1376.9% | $5,377+97.7% | $348+2956.4% |