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 | $72,629 | $185,200-60.8% | $142,863-49.2% | $167,490-56.6% |
| Participation rate | 47.8% | 78.4%-30.6pp | 71.9%-24.1pp | 82.1%-34.3pp |
| Annual return | 20.50% | 8555.70%-8535.2pp | 5637.54%-5617.0pp | 478.56%-458.1pp |
| Employer contribution / active EE | $1,691 | $5,604-69.8% | $4,144-59.2% | $4,837-65.0% |
| Participant deferral / active EE | $3,596 | $4,494-20.0% | $3,837-6.3% | $6,341-43.3% |
| Admin fee / account holder | $16,270 | $8,031+102.6% | $6,560+148.0% | $12,309+32.2% |