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 | $65,407 | $183,963-64.4% | $162,163-59.7% | $152,861-57.2% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.6%-30.4pp | 82.4%-25.3pp |
| Annual return | 33.39% | 150.76%-117.4pp | 115.59%-82.2pp | 345.32%-311.9pp |
| Employer contribution / active EE | $2,008 | $6,371-68.5% | $5,614-64.2% | $4,762-57.8% |
| Participant deferral / active EE | $8,034 | $8,0340% | $7,298+10.1% | $5,850+37.3% |
| Admin fee / account holder | $1,119 | $13,121-91.5% | $10,843-89.7% | $11,596-90.4% |