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 5-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 | $67,164 | $88,751-24.3% | $81,812-17.9% | $145,922-54.0% |
| Participation rate | 22.2% | 75.0%-52.8pp | 72.3%-50.1pp | 80.3%-58.1pp |
| Annual return | 14.53% | 1025.40%-1010.9pp | 773.79%-759.3pp | 561.29%-546.8pp |
| Employer contribution / active EE | $726 | $3,083-76.5% | $2,912-75.1% | $4,660-84.4% |
| Participant deferral / active EE | $3,578 | $4,643-22.9% | $4,319-17.1% | $6,688-46.5% |
| Admin fee / account holder | $797 | $8,415-90.5% | $7,386-89.2% | $13,397-94.1% |