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 | $66,169 | $58,208+13.7% | $81,812-19.1% | $80,856-18.2% |
| Participation rate | 41.9% | 63.4%-21.5pp | 72.3%-30.4pp | 67.6%-25.7pp |
| Annual return | 10.98% | 41.66%-30.7pp | 773.79%-762.8pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,256 | $2,340-46.3% | $2,912-56.9% | $2,755-54.4% |
| Participant deferral / active EE | $2,794 | $3,281-14.8% | $4,319-35.3% | $4,296-35.0% |
| Admin fee / account holder | $15,942 | $4,981+220.0% | $7,386+115.8% | $6,918+130.4% |