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 | $78,163 | $100,852-22.5% | $90,404-13.5% | $158,922-50.8% |
| Participation rate | 64.3% | 75.0%-10.7pp | 72.7%-8.4pp | 82.0%-17.7pp |
| Annual return | 9.80% | 1724.20%-1714.4pp | 1293.02%-1283.2pp | 302.83%-293.0pp |
| Employer contribution / active EE | $1,053 | $3,689-71.5% | $3,262-67.7% | $4,761-77.9% |
| Participant deferral / active EE | $4,447 | $4,348+2.3% | $3,963+12.2% | $5,982-25.7% |
| Admin fee / account holder | $2,084 | $6,501-67.9% | $5,611-62.9% | $11,246-81.5% |