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 | $129,264 | $202,318-36.1% | $172,739-25.2% | $152,861-15.4% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.4%-19.9pp |
| Annual return | 19.82% | 1029.65%-1009.8pp | 802.84%-783.0pp | 345.32%-325.5pp |
| Employer contribution / active EE | $2,097 | $5,856-64.2% | $5,143-59.2% | $4,762-56.0% |
| Participant deferral / active EE | $4,701 | $5,948-21.0% | $5,198-9.6% | $5,850-19.6% |
| Admin fee / account holder | $3,164 | $17,109-81.5% | $13,954-77.3% | $11,596-72.7% |