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 | $47,568 | $72,400-34.3% | $67,502-29.5% | $145,922-67.4% |
| Participation rate | 12.5% | 76.9%-64.4pp | 72.9%-60.4pp | 80.3%-67.8pp |
| Annual return | 11.04% | 7182.46%-7171.4pp | 3512.12%-3501.1pp | 561.29%-550.2pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,235 | $4,783-74.2% | $4,000-69.1% | $6,688-81.5% |
| Admin fee / account holder | $9,268 | $5,539+67.3% | $3,998+131.8% | $13,397-30.8% |