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 | $139,365 | $202,318-31.1% | $172,739-19.3% | $152,861-8.8% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.4%-19.9pp |
| Annual return | 17.59% | 1029.65%-1012.1pp | 802.84%-785.3pp | 345.32%-327.7pp |
| Employer contribution / active EE | $2,344 | $5,856-60.0% | $5,143-54.4% | $4,762-50.8% |
| Participant deferral / active EE | $3,568 | $5,948-40.0% | $5,198-31.4% | $5,850-39.0% |
| Admin fee / account holder | $1,343 | $17,109-92.1% | $13,954-90.4% | $11,596-88.4% |