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 | $126,273 | $159,901-21.0% | $146,958-14.1% | $145,922-13.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 36.29% | 98.13%-61.8pp | 418.34%-382.0pp | 561.29%-525.0pp |
| Employer contribution / active EE | $3,333 | $5,286-36.9% | $4,933-32.4% | $4,660-28.5% |
| Participant deferral / active EE | $8,517 | $8,428+1.0% | $8,070+5.5% | $6,688+27.3% |
| Admin fee / account holder | $47,217 | $15,044+213.9% | $12,998+263.3% | $13,397+252.4% |