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 | $126,461 | $176,662-28.4% | $130,648-3.2% | $152,861-17.3% |
| Participation rate | 55.6% | 79.0%-23.4pp | 71.7%-16.2pp | 82.4%-26.9pp |
| Annual return | 24.95% | 2692.24%-2667.3pp | 1708.96%-1684.0pp | 345.32%-320.4pp |
| Employer contribution / active EE | $1,358 | $5,742-76.3% | $4,092-66.8% | $4,762-71.5% |
| Participant deferral / active EE | $4,709 | $4,361+8.0% | $3,603+30.7% | $5,850-19.5% |
| Admin fee / account holder | $1,549 | $7,133-78.3% | $5,464-71.7% | $11,596-86.6% |