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 | $64,147 | $155,788-58.8% | $124,672-48.5% | $167,490-61.7% |
| Participation rate | 40.0% | 81.1%-41.1pp | 74.6%-34.6pp | 82.1%-42.1pp |
| Annual return | 56.56% | 17.97%+38.6pp | 5142.93%-5086.4pp | 478.56%-422.0pp |
| Employer contribution / active EE | $2,118 | $4,163-49.1% | $3,324-36.3% | $4,837-56.2% |
| Participant deferral / active EE | $4,436 | $5,673-21.8% | $4,614-3.9% | $6,341-30.0% |
| Admin fee / account holder | $4,251 | $9,531-55.4% | $7,493-43.3% | $12,309-65.5% |