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 | $65,845 | $70,587-6.7% | $124,672-47.2% | $85,850-23.3% |
| Participation rate | 68.8% | 64.4%+4.3pp | 74.6%-5.9pp | 69.3%-0.6pp |
| Annual return | 12.37% | 20688.83%-20676.5pp | 5142.93%-5130.6pp | 318.53%-306.2pp |
| Employer contribution / active EE | $1,960 | $1,913+2.4% | $3,324-41.0% | $2,565-23.6% |
| Participant deferral / active EE | $4,274 | $2,969+44.0% | $4,614-7.4% | $3,952+8.2% |
| Admin fee / account holder | $5,797 | $5,282+9.7% | $7,493-22.6% | $6,260-7.4% |