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 | $65,644 | $70,756-7.2% | $65,493+0.2% | $142,382-53.9% |
| Participation rate | 20.8% | 77.4%-56.5pp | 73.1%-52.3pp | 80.1%-59.3pp |
| Annual return | 20.38% | 1754.89%-1734.5pp | 982.45%-962.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,402 | $4,637-5.1% | $3,961+11.1% | $6,507-32.4% |
| Admin fee / account holder | $6,489 | $6,559-1.1% | $5,028+29.0% | $12,624-48.6% |