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 | $62,194 | $88,751-29.9% | $81,812-24.0% | $145,922-57.4% |
| Participation rate | 47.6% | 75.0%-27.4pp | 72.3%-24.7pp | 80.3%-32.7pp |
| Annual return | 13.34% | 1025.40%-1012.1pp | 773.79%-760.4pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,853 | $3,083-39.9% | $2,912-36.4% | $4,660-60.2% |
| Participant deferral / active EE | $2,739 | $4,643-41.0% | $4,319-36.6% | $6,688-59.0% |
| Admin fee / account holder | $1,461 | $8,415-82.6% | $7,386-80.2% | $13,397-89.1% |