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 8-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 | $66,529 | $88,751-25.0% | $81,812-18.7% | $145,922-54.4% |
| Participation rate | 55.0% | 75.0%-20.0pp | 72.3%-17.3pp | 80.3%-25.3pp |
| Annual return | 11.24% | 1025.40%-1014.2pp | 773.79%-762.6pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,646 | $3,083-14.2% | $2,912-9.2% | $4,660-43.2% |
| Participant deferral / active EE | $8,725 | $4,643+87.9% | $4,319+102.0% | $6,688+30.5% |
| Admin fee / account holder | $39,582 | $8,415+370.4% | $7,386+435.9% | $13,397+195.5% |