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 | $72,656 | $171,865-57.7% | $149,718-51.5% | $147,584-50.8% |
| Participation rate | 60.0% | 88.2%-28.2pp | 87.1%-27.1pp | 82.8%-22.8pp |
| Annual return | 10.78% | 2113.22%-2102.4pp | 1501.63%-1490.8pp | 578.55%-567.8pp |
| Employer contribution / active EE | $4,248 | $6,275-32.3% | $5,445-22.0% | $4,876-12.9% |
| Participant deferral / active EE | $6,501 | $7,271-10.6% | $6,569-1.0% | $5,439+19.5% |
| Admin fee / account holder | $61,091 | $13,799+342.7% | $11,283+441.5% | $10,885+461.2% |