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 | $62,462 | $72,177-13.5% | $115,037-45.7% | $59,632+4.7% |
| Participation rate | 44.6% | 72.6%-27.9pp | 81.4%-36.7pp | 68.7%-24.0pp |
| Annual return | 548.79% | 12.02%+536.8pp | 26.14%+522.6pp | 2041.28%-1492.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,400 | $4,783-8.0% | $6,026-27.0% | $3,192+37.9% |
| Admin fee / account holder | $1,053 | $4,927-78.6% | $8,175-87.1% | $4,297-75.5% |