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 8-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 | $116,100 | $159,901-27.4% | $146,958-21.0% | $145,922-20.4% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-21.9pp |
| Annual return | 66.10% | 98.13%-32.0pp | 418.34%-352.2pp | 561.29%-495.2pp |
| Employer contribution / active EE | $1,363 | $5,286-74.2% | $4,933-72.4% | $4,660-70.8% |
| Participant deferral / active EE | $5,645 | $8,428-33.0% | $8,070-30.1% | $6,688-15.6% |
| Admin fee / account holder | $15,572 | $15,044+3.5% | $12,998+19.8% | $13,397+16.2% |