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 9-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 | $57,036 | $150,440-62.1% | $136,294-58.2% | $147,584-61.4% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 18.08% | 1049.08%-1031.0pp | 5155.94%-5137.9pp | 578.55%-560.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,067 | $6,630-8.5% | $6,247-2.9% | $5,439+11.6% |
| Admin fee / account holder | $396 | $10,905-96.4% | $9,243-95.7% | $10,885-96.4% |