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 | $74,578 | $88,751-16.0% | $81,812-8.8% | $145,922-48.9% |
| Participation rate | 52.6% | 75.0%-22.4pp | 72.3%-19.7pp | 80.3%-27.6pp |
| Annual return | 10.21% | 1025.40%-1015.2pp | 773.79%-763.6pp | 561.29%-551.1pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,264 | $4,643-51.2% | $4,319-47.6% | $6,688-66.2% |
| Admin fee / account holder | $193,809 | $8,415+2203.0% | $7,386+2524.0% | $13,397+1346.7% |