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 | $96,142 | $150,440-36.1% | $136,294-29.5% | $147,584-34.9% |
| Participation rate | 68.4% | 84.4%-16.0pp | 81.9%-13.5pp | 82.8%-14.4pp |
| Annual return | 15.37% | 1049.08%-1033.7pp | 5155.94%-5140.6pp | 578.55%-563.2pp |
| Employer contribution / active EE | $3,258 | $5,256-38.0% | $4,695-30.6% | $4,876-33.2% |
| Participant deferral / active EE | $6,024 | $6,630-9.1% | $6,247-3.6% | $5,439+10.8% |
| Admin fee / account holder | $4,095 | $10,905-62.4% | $9,243-55.7% | $10,885-62.4% |