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 | $52,764 | $150,440-64.9% | $136,294-61.3% | $147,584-64.2% |
| Participation rate | 54.5% | 84.4%-29.9pp | 81.9%-27.4pp | 82.8%-28.3pp |
| Annual return | 13.11% | 1049.08%-1036.0pp | 5155.94%-5142.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,677 | $5,256-68.1% | $4,695-64.3% | $4,876-65.6% |
| Participant deferral / active EE | $3,092 | $6,630-53.4% | $6,247-50.5% | $5,439-43.1% |
| Admin fee / account holder | $64,493 | $10,905+491.4% | $9,243+597.7% | $10,885+492.5% |