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 | $34,806 | $88,751-60.8% | $81,812-57.5% | $145,922-76.1% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.3%-15.2pp | 80.3%-23.1pp |
| Annual return | 15.29% | 1025.40%-1010.1pp | 773.79%-758.5pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,516 | $3,083-50.8% | $2,912-47.9% | $4,660-67.5% |
| Participant deferral / active EE | $2,192 | $4,643-52.8% | $4,319-49.2% | $6,688-67.2% |
| Admin fee / account holder | $36,830 | $8,415+337.6% | $7,386+398.6% | $13,397+174.9% |