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 | $77,000 | $90,348-14.8% | $75,972+1.4% | $145,922-47.2% |
| Participation rate | 44.4% | 74.5%-30.0pp | 69.1%-24.6pp | 80.3%-35.8pp |
| Annual return | 10.45% | 620.88%-610.4pp | 359.55%-349.1pp | 561.29%-550.8pp |
| Employer contribution / active EE | $1,011 | $3,311-69.5% | $2,685-62.4% | $4,660-78.3% |
| Participant deferral / active EE | $2,357 | $5,162-54.3% | $4,255-44.6% | $6,688-64.8% |
| Admin fee / account holder | $14,730 | $8,467+74.0% | $6,467+127.8% | $13,397+9.9% |