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 | $74,517 | $171,865-56.6% | $149,718-50.2% | $147,584-49.5% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 29.69% | 2113.22%-2083.5pp | 1501.63%-1471.9pp | 578.55%-548.9pp |
| Employer contribution / active EE | $2,730 | $6,275-56.5% | $5,445-49.9% | $4,876-44.0% |
| Participant deferral / active EE | $4,131 | $7,271-43.2% | $6,569-37.1% | $5,439-24.0% |
| Admin fee / account holder | $612 | $13,799-95.6% | $11,283-94.6% | $10,885-94.4% |