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 | $89,554 | $150,440-40.5% | $136,294-34.3% | $147,584-39.3% |
| Participation rate | 52.6% | 84.4%-31.8pp | 81.9%-29.3pp | 82.8%-30.2pp |
| Annual return | 14.60% | 1049.08%-1034.5pp | 5155.94%-5141.3pp | 578.55%-563.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,236 | $6,630-36.1% | $6,247-32.2% | $5,439-22.1% |
| Admin fee / account holder | $431 | $10,905-96.0% | $9,243-95.3% | $10,885-96.0% |