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 | $111,974 | $202,318-44.7% | $172,739-35.2% | $152,861-26.7% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 15.88% | 1029.65%-1013.8pp | 802.84%-787.0pp | 345.32%-329.4pp |
| Employer contribution / active EE | $1,952 | $5,856-66.7% | $5,143-62.0% | $4,762-59.0% |
| Participant deferral / active EE | $4,674 | $5,948-21.4% | $5,198-10.1% | $5,850-20.1% |
| Admin fee / account holder | $129,988 | $17,109+659.8% | $13,954+831.6% | $11,596+1020.9% |