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 | $151,521 | $150,440+0.7% | $136,294+11.2% | $147,584+2.7% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 21.61% | 1049.08%-1027.5pp | 5155.94%-5134.3pp | 578.55%-556.9pp |
| Employer contribution / active EE | $2,063 | $5,256-60.8% | $4,695-56.1% | $4,876-57.7% |
| Participant deferral / active EE | $3,648 | $6,630-45.0% | $6,247-41.6% | $5,439-32.9% |
| Admin fee / account holder | $1,348 | $10,905-87.6% | $9,243-85.4% | $10,885-87.6% |