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 | $33,401 | $144,119-76.8% | $117,854-71.7% | $147,584-77.4% |
| Participation rate | 45.5% | 83.4%-38.0pp | 79.7%-34.2pp | 82.8%-37.4pp |
| Annual return | 79.32% | 531.15%-451.8pp | 335.08%-255.8pp | 578.55%-499.2pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,918 | $5,316-26.3% | $4,482-12.6% | $5,439-28.0% |
| Admin fee / account holder | $1,081 | $10,886-90.1% | $8,020-86.5% | $10,885-90.1% |