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 | $118,069 | $150,440-21.5% | $136,294-13.4% | $147,584-20.0% |
| Participation rate | 45.5% | 84.4%-39.0pp | 81.9%-36.5pp | 82.8%-37.4pp |
| Annual return | 23.42% | 1049.08%-1025.7pp | 5155.94%-5132.5pp | 578.55%-555.1pp |
| Employer contribution / active EE | $1,872 | $5,256-64.4% | $4,695-60.1% | $4,876-61.6% |
| Participant deferral / active EE | $2,554 | $6,630-61.5% | $6,247-59.1% | $5,439-53.0% |
| Admin fee / account holder | $7,129 | $10,905-34.6% | $9,243-22.9% | $10,885-34.5% |