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 | $53,044 | $76,738-30.9% | $56,411-6.0% | $145,922-63.6% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.1pp | 80.3%-46.9pp |
| Annual return | 64.79% | 2994.23%-2929.4pp | 1701.33%-1636.5pp | 561.29%-496.5pp |
| Employer contribution / active EE | $102 | $1,380-92.6% | $1,039-90.1% | $4,660-97.8% |
| Participant deferral / active EE | $567 | $2,623-78.4% | $1,952-71.0% | $6,688-91.5% |
| Admin fee / account holder | $2,127 | $3,334-36.2% | $2,829-24.8% | $13,397-84.1% |