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 | $63,132 | $72,400-12.8% | $67,502-6.5% | $145,922-56.7% |
| Participation rate | 28.6% | 76.9%-48.3pp | 72.9%-44.3pp | 80.3%-51.7pp |
| Annual return | 19.33% | 7182.46%-7163.1pp | 3512.12%-3492.8pp | 561.29%-542.0pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,637 | $4,783-65.8% | $4,000-59.1% | $6,688-75.5% |
| Admin fee / account holder | $21,934 | $5,539+296.0% | $3,998+448.7% | $13,397+63.7% |