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 | $72,296 | $100,852-28.3% | $90,404-20.0% | $158,922-54.5% |
| Participation rate | 53.3% | 75.0%-21.7pp | 72.7%-19.3pp | 82.0%-28.6pp |
| Annual return | 14.25% | 1724.20%-1710.0pp | 1293.02%-1278.8pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,655 | $3,689-55.1% | $3,262-49.3% | $4,761-65.2% |
| Participant deferral / active EE | $3,227 | $4,348-25.8% | $3,963-18.6% | $5,982-46.1% |
| Admin fee / account holder | $6,826 | $6,501+5.0% | $5,611+21.7% | $11,246-39.3% |