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 | $95,733 | $150,440-36.4% | $136,294-29.8% | $147,584-35.1% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 19.40% | 1049.08%-1029.7pp | 5155.94%-5136.5pp | 578.55%-559.1pp |
| Employer contribution / active EE | $4,116 | $5,256-21.7% | $4,695-12.4% | $4,876-15.6% |
| Participant deferral / active EE | $8,516 | $6,630+28.4% | $6,247+36.3% | $5,439+56.6% |
| Admin fee / account holder | $15,177 | $10,905+39.2% | $9,243+64.2% | $10,885+39.4% |