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 | $87,550 | $150,440-41.8% | $136,294-35.8% | $147,584-40.7% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 12.03% | 1049.08%-1037.1pp | 5155.94%-5143.9pp | 578.55%-566.5pp |
| Employer contribution / active EE | $2,348 | $5,256-55.3% | $4,695-50.0% | $4,876-51.8% |
| Participant deferral / active EE | $2,348 | $6,630-64.6% | $6,247-62.4% | $5,439-56.8% |
| Admin fee / account holder | $1,225 | $10,905-88.8% | $9,243-86.7% | $10,885-88.7% |