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 | $24,582 | $150,440-83.7% | $136,294-82.0% | $147,584-83.3% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 87.87% | 1049.08%-961.2pp | 5155.94%-5068.1pp | 578.55%-490.7pp |
| Employer contribution / active EE | $981 | $5,256-81.3% | $4,695-79.1% | $4,876-79.9% |
| Participant deferral / active EE | $5,087 | $6,630-23.3% | $6,247-18.6% | $5,439-6.5% |
| Admin fee / account holder | $1,113 | $10,905-89.8% | $9,243-88.0% | $10,885-89.8% |