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 | $76,717 | $100,852-23.9% | $90,404-15.1% | $158,922-51.7% |
| Participation rate | 42.1% | 75.0%-32.9pp | 72.7%-30.6pp | 82.0%-39.9pp |
| Annual return | 15.13% | 1724.20%-1709.1pp | 1293.02%-1277.9pp | 302.83%-287.7pp |
| Employer contribution / active EE | $829 | $3,689-77.5% | $3,262-74.6% | $4,761-82.6% |
| Participant deferral / active EE | $3,034 | $4,348-30.2% | $3,963-23.5% | $5,982-49.3% |
| Admin fee / account holder | $618 | $6,501-90.5% | $5,611-89.0% | $11,246-94.5% |