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 | $131,241 | $209,832-37.5% | $189,513-30.7% | $167,490-21.6% |
| Participation rate | 54.5% | 88.7%-34.1pp | 87.8%-33.3pp | 82.1%-27.6pp |
| Annual return | 21.57% | 748.27%-726.7pp | 555.15%-533.6pp | 478.56%-457.0pp |
| Employer contribution / active EE | $0 | $6,914-100.0% | $6,162-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,965 | $8,935-44.4% | $8,221-39.6% | $6,341-21.7% |
| Admin fee / account holder | $9,368 | $14,293-34.5% | $12,045-22.2% | $12,309-23.9% |