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 | $124,296 | $210,648-41.0% | $177,989-30.2% | $145,922-14.8% |
| Participation rate | 68.2% | 80.8%-12.6pp | 77.1%-8.9pp | 80.3%-12.1pp |
| Annual return | 10.93% | 385.86%-374.9pp | 294.48%-283.5pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,925 | $4,565-57.8% | $3,949-51.3% | $4,660-58.7% |
| Participant deferral / active EE | $5,415 | $6,958-22.2% | $6,276-13.7% | $6,688-19.0% |
| Admin fee / account holder | $2,265 | $12,013-81.1% | $10,363-78.1% | $13,397-83.1% |