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 | $71,629 | $84,695-15.4% | $73,843-3.0% | $125,391-42.9% |
| Participation rate | 57.1% | 76.8%-19.6pp | 73.4%-16.3pp | 83.2%-26.0pp |
| Annual return | 3.43% | 3123.53%-3120.1pp | 2267.84%-2264.4pp | 282.22%-278.8pp |
| Employer contribution / active EE | $988 | $3,123-68.4% | $2,787-64.6% | $4,866-79.7% |
| Participant deferral / active EE | $4,153 | $3,992+4.0% | $3,583+15.9% | $5,352-22.4% |
| Admin fee / account holder | $40,998 | $5,691+620.4% | $4,880+740.1% | $9,540+329.7% |