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 | $99,404 | $209,411-52.5% | $178,490-44.3% | $158,922-37.5% |
| Participation rate | 64.3% | 86.3%-22.1pp | 81.9%-17.6pp | 82.0%-17.7pp |
| Annual return | 9.33% | 188.75%-179.4pp | 151.07%-141.7pp | 302.83%-293.5pp |
| Employer contribution / active EE | $1,581 | $5,706-72.3% | $5,011-68.4% | $4,761-66.8% |
| Participant deferral / active EE | $2,982 | $5,954-49.9% | $5,202-42.7% | $5,982-50.2% |
| Admin fee / account holder | $74,793 | $17,074+338.0% | $13,984+434.9% | $11,246+565.1% |