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 | $150,825 | $150,440+0.3% | $136,294+10.7% | $147,584+2.2% |
| Participation rate | 64.3% | 84.4%-20.1pp | 81.9%-17.6pp | 82.8%-18.5pp |
| Annual return | 16.66% | 1049.08%-1032.4pp | 5155.94%-5139.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $2,497 | $5,256-52.5% | $4,695-46.8% | $4,876-48.8% |
| Participant deferral / active EE | $7,620 | $6,630+14.9% | $6,247+22.0% | $5,439+40.1% |
| Admin fee / account holder | $3,984 | $10,905-63.5% | $9,243-56.9% | $10,885-63.4% |