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 | $54,865 | $56,199-2.4% | $67,652-18.9% | $59,632-8.0% |
| Participation rate | 51.6% | 71.5%-19.9pp | 75.7%-24.1pp | 68.7%-17.1pp |
| Annual return | 12.11% | 18505.31%-18493.2pp | 6625.04%-6612.9pp | 2041.28%-2029.2pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,549 | $2,844+165.5% | $3,560+112.1% | $3,192+136.5% |
| Admin fee / account holder | $385 | $3,958-90.3% | $4,821-92.0% | $4,297-91.0% |