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 | $58,479 | $202,318-71.1% | $172,739-66.1% | $152,861-61.7% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.4%-25.3pp |
| Annual return | 14.67% | 1029.65%-1015.0pp | 802.84%-788.2pp | 345.32%-330.6pp |
| Employer contribution / active EE | $1,757 | $5,856-70.0% | $5,143-65.8% | $4,762-63.1% |
| Participant deferral / active EE | $4,857 | $5,948-18.3% | $5,198-6.6% | $5,850-17.0% |
| Admin fee / account holder | $1,899 | $17,109-88.9% | $13,954-86.4% | $11,596-83.6% |