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 | $84,858 | $56,199+51.0% | $67,652+25.4% | $59,632+42.3% |
| Participation rate | 40.5% | 71.5%-30.9pp | 75.7%-35.1pp | 68.7%-28.1pp |
| Annual return | 7.96% | 18505.31%-18497.4pp | 6625.04%-6617.1pp | 2041.28%-2033.3pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,389 | $2,844-16.0% | $3,560-32.9% | $3,192-25.2% |
| Admin fee / account holder | $14,393 | $3,958+263.6% | $4,821+198.6% | $4,297+235.0% |