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 | $106,522 | $171,865-38.0% | $149,718-28.9% | $147,584-27.8% |
| Participation rate | 62.5% | 88.2%-25.7pp | 87.1%-24.6pp | 82.8%-20.3pp |
| Annual return | 14.67% | 2113.22%-2098.5pp | 1501.63%-1487.0pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,865 | $6,275-70.3% | $5,445-65.8% | $4,876-61.8% |
| Participant deferral / active EE | $6,250 | $7,271-14.0% | $6,569-4.9% | $5,439+14.9% |
| Admin fee / account holder | $1,198 | $13,799-91.3% | $11,283-89.4% | $10,885-89.0% |