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 | $53,780 | $88,751-39.4% | $81,812-34.3% | $145,922-63.1% |
| Participation rate | 36.4% | 75.0%-38.7pp | 72.3%-36.0pp | 80.3%-43.9pp |
| Annual return | 15.25% | 1025.40%-1010.1pp | 773.79%-758.5pp | 561.29%-546.0pp |
| Employer contribution / active EE | $470 | $3,083-84.8% | $2,912-83.9% | $4,660-89.9% |
| Participant deferral / active EE | $1,631 | $4,643-64.9% | $4,319-62.2% | $6,688-75.6% |
| Admin fee / account holder | $1,001 | $8,415-88.1% | $7,386-86.4% | $13,397-92.5% |