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 | $76,524 | $105,998-27.8% | $92,233-17.0% | $147,584-48.1% |
| Participation rate | 64.7% | 80.4%-15.7pp | 76.5%-11.8pp | 82.8%-18.1pp |
| Annual return | 12.99% | 50.05%-37.1pp | 176.28%-163.3pp | 578.55%-565.6pp |
| Employer contribution / active EE | $1,079 | $4,333-75.1% | $3,679-70.7% | $4,876-77.9% |
| Participant deferral / active EE | $2,338 | $4,478-47.8% | $3,897-40.0% | $5,439-57.0% |
| Admin fee / account holder | $760 | $6,332-88.0% | $5,194-85.4% | $10,885-93.0% |