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 | $60,118 | $99,020-39.3% | $86,590-30.6% | $147,584-59.3% |
| Participation rate | 56.5% | 76.3%-19.8pp | 73.5%-17.0pp | 82.8%-26.3pp |
| Annual return | 14.55% | 1312.34%-1297.8pp | 964.84%-950.3pp | 578.55%-564.0pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,282 | $3,972-17.4% | $3,609-9.1% | $5,439-39.7% |
| Admin fee / account holder | $1,616 | $5,710-71.7% | $4,906-67.1% | $10,885-85.2% |