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 | $115,400 | $202,318-43.0% | $172,739-33.2% | $152,861-24.5% |
| Participation rate | 69.2% | 87.1%-17.8pp | 82.6%-13.4pp | 82.4%-13.2pp |
| Annual return | 14.39% | 1029.65%-1015.3pp | 802.84%-788.5pp | 345.32%-330.9pp |
| Employer contribution / active EE | $2,262 | $5,856-61.4% | $5,143-56.0% | $4,762-52.5% |
| Participant deferral / active EE | $6,969 | $5,948+17.2% | $5,198+34.1% | $5,850+19.1% |
| Admin fee / account holder | $6,253 | $17,109-63.5% | $13,954-55.2% | $11,596-46.1% |