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 | $55,586 | $150,440-63.1% | $136,294-59.2% | $147,584-62.3% |
| Participation rate | 26.7% | 84.4%-57.8pp | 81.9%-55.3pp | 82.8%-56.2pp |
| Annual return | 16.64% | 1049.08%-1032.4pp | 5155.94%-5139.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,805 | $6,630-42.6% | $6,247-39.1% | $5,439-30.0% |
| Admin fee / account holder | $1,739 | $10,905-84.1% | $9,243-81.2% | $10,885-84.0% |