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 | $76,343 | $202,318-62.3% | $172,739-55.8% | $152,861-50.1% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 22.63% | 1029.65%-1007.0pp | 802.84%-780.2pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,387 | $5,856-76.3% | $5,143-73.0% | $4,762-70.9% |
| Participant deferral / active EE | $4,109 | $5,948-30.9% | $5,198-20.9% | $5,850-29.8% |
| Admin fee / account holder | $526 | $17,109-96.9% | $13,954-96.2% | $11,596-95.5% |