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 | $81,081 | $150,440-46.1% | $136,294-40.5% | $147,584-45.1% |
| Participation rate | 43.8% | 84.4%-40.7pp | 81.9%-38.2pp | 82.8%-39.1pp |
| Annual return | 10.91% | 1049.08%-1038.2pp | 5155.94%-5145.0pp | 578.55%-567.6pp |
| Employer contribution / active EE | $2,436 | $5,256-53.7% | $4,695-48.1% | $4,876-50.1% |
| Participant deferral / active EE | $5,881 | $6,630-11.3% | $6,247-5.9% | $5,439+8.1% |
| Admin fee / account holder | $5,726 | $10,905-47.5% | $9,243-38.1% | $10,885-47.4% |