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 | $67,923 | $144,119-52.9% | $117,854-42.4% | $147,584-54.0% |
| Participation rate | 35.3% | 83.4%-48.1pp | 79.7%-44.4pp | 82.8%-47.5pp |
| Annual return | 9.93% | 531.15%-521.2pp | 335.08%-325.1pp | 578.55%-568.6pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,908 | $5,316-64.1% | $4,482-57.4% | $5,439-64.9% |
| Admin fee / account holder | $28,160 | $10,886+158.7% | $8,020+251.1% | $10,885+158.7% |