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 | $111,552 | $101,317+10.1% | $146,958-24.1% | $74,495+49.7% |
| Participation rate | 68.8% | 75.5%-6.7pp | 82.2%-13.4pp | 67.2%+1.6pp |
| Annual return | 15.05% | 8730.91%-8715.9pp | 418.34%-403.3pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $1,970 | $3,810-48.3% | $4,933-60.1% | $2,623-24.9% |
| Participant deferral / active EE | $6,209 | $7,303-15.0% | $8,070-23.1% | $4,346+42.9% |
| Admin fee / account holder | $4,849 | $1,739+178.9% | $12,998-62.7% | $1,942+149.7% |