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 | $48,624 | $76,738-36.6% | $56,411-13.8% | $145,922-66.7% |
| Participation rate | 63.2% | 63.2%-0.1pp | 52.5%+10.7pp | 80.3%-17.1pp |
| Annual return | 9.35% | 2994.23%-2984.9pp | 1701.33%-1692.0pp | 561.29%-551.9pp |
| Employer contribution / active EE | $1,125 | $1,380-18.5% | $1,039+8.3% | $4,660-75.9% |
| Participant deferral / active EE | $5,934 | $2,623+126.3% | $1,952+204.0% | $6,688-11.3% |
| Admin fee / account holder | $8,070 | $3,334+142.1% | $2,829+185.3% | $13,397-39.8% |