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 | $83,036 | $159,901-48.1% | $146,958-43.5% | $145,922-43.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.69% | 98.13%-84.4pp | 418.34%-404.7pp | 561.29%-547.6pp |
| Employer contribution / active EE | $5,097 | $5,286-3.6% | $4,933+3.3% | $4,660+9.4% |
| Participant deferral / active EE | $13,985 | $8,428+65.9% | $8,070+73.3% | $6,688+109.1% |
| Admin fee / account holder | $72,383 | $15,044+381.2% | $12,998+456.9% | $13,397+440.3% |