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 | $84,341 | $176,662-52.3% | $130,648-35.4% | $152,861-44.8% |
| Participation rate | 52.4% | 79.0%-26.6pp | 71.7%-19.4pp | 82.4%-30.1pp |
| Annual return | 22.62% | 2692.24%-2669.6pp | 1708.96%-1686.3pp | 345.32%-322.7pp |
| Employer contribution / active EE | $2,377 | $5,742-58.6% | $4,092-41.9% | $4,762-50.1% |
| Participant deferral / active EE | $5,262 | $4,361+20.7% | $3,603+46.1% | $5,850-10.0% |
| Admin fee / account holder | $21,173 | $7,133+196.8% | $5,464+287.5% | $11,596+82.6% |