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 7-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 | $69,271 | $88,751-21.9% | $81,812-15.3% | $145,922-52.5% |
| Participation rate | 43.5% | 75.0%-31.6pp | 72.3%-28.9pp | 80.3%-36.8pp |
| Annual return | 10.94% | 1025.40%-1014.5pp | 773.79%-762.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $583 | $3,083-81.1% | $2,912-80.0% | $4,660-87.5% |
| Participant deferral / active EE | $1,938 | $4,643-58.3% | $4,319-55.1% | $6,688-71.0% |
| Admin fee / account holder | $3,301 | $8,415-60.8% | $7,386-55.3% | $13,397-75.4% |