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 | $66,703 | $40,385+65.2% | $80,569-17.2% | $74,419-10.4% |
| Participation rate | 7.6% | 47.4%-39.8pp | 67.0%-59.4pp | 70.7%-63.1pp |
| Annual return | 17.18% | 164.85%-147.7pp | 935.43%-918.2pp | 34.38%-17.2pp |
| Employer contribution / active EE | $183 | $1,496-87.8% | $2,723-93.3% | $2,637-93.1% |
| Participant deferral / active EE | $533 | $2,674-80.1% | $4,447-88.0% | $4,528-88.2% |
| Admin fee / account holder | $2,852 | $720+296.1% | $5,377-47.0% | $348+719.8% |