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 | $118,064 | $169,032-30.2% | $129,207-8.6% | $145,922-19.1% |
| Participation rate | 60.0% | 76.4%-16.4pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | 14.15% | 14330.11%-14316.0pp | 9417.33%-9403.2pp | 561.29%-547.1pp |
| Employer contribution / active EE | $798 | $5,537-85.6% | $4,153-80.8% | $4,660-82.9% |
| Participant deferral / active EE | $1,616 | $4,987-67.6% | $4,168-61.2% | $6,688-75.8% |
| Admin fee / account holder | $1,522 | $9,954-84.7% | $7,715-80.3% | $13,397-88.6% |