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 | $94,340 | $114,047-17.3% | $96,139-1.9% | $167,490-43.7% |
| Participation rate | 66.7% | 75.1%-8.4pp | 68.4%-1.8pp | 82.1%-15.4pp |
| Annual return | 16.54% | 189.88%-173.3pp | 191.94%-175.4pp | 478.56%-462.0pp |
| Employer contribution / active EE | $2,478 | $3,427-27.7% | $2,797-11.4% | $4,837-48.8% |
| Participant deferral / active EE | $1,424 | $5,194-72.6% | $4,349-67.2% | $6,341-77.5% |
| Admin fee / account holder | $2,269 | $6,897-67.1% | $5,537-59.0% | $12,309-81.6% |