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 | $87,598 | $100,852-13.1% | $90,404-3.1% | $158,922-44.9% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.3pp | 82.0%-48.6pp |
| Annual return | 21.47% | 1724.20%-1702.7pp | 1293.02%-1271.6pp | 302.83%-281.4pp |
| Employer contribution / active EE | $1,461 | $3,689-60.4% | $3,262-55.2% | $4,761-69.3% |
| Participant deferral / active EE | $2,923 | $4,348-32.8% | $3,963-26.3% | $5,982-51.1% |
| Admin fee / account holder | $4,623 | $6,501-28.9% | $5,611-17.6% | $11,246-58.9% |