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 | $122,155 | $183,963-33.6% | $162,163-24.7% | $152,861-20.1% |
| Participation rate | 69.2% | 88.5%-19.3pp | 87.6%-18.3pp | 82.4%-13.2pp |
| Annual return | 38.58% | 150.76%-112.2pp | 115.59%-77.0pp | 345.32%-306.7pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,104 | $8,034+0.9% | $7,298+11.0% | $5,850+38.5% |
| Admin fee / account holder | $41,738 | $13,121+218.1% | $10,843+284.9% | $11,596+259.9% |