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 | $77,522 | $158,398-51.1% | $126,539-38.7% | $142,382-45.6% |
| Participation rate | 61.9% | 75.8%-13.9pp | 69.8%-7.9pp | 80.1%-18.2pp |
| Annual return | 11.83% | 593.76%-581.9pp | 425.95%-414.1pp | 217.08%-205.2pp |
| Employer contribution / active EE | $3,665 | $4,650-21.2% | $3,674-0.3% | $4,299-14.8% |
| Participant deferral / active EE | $5,078 | $4,767+6.5% | $4,083+24.4% | $6,507-22.0% |
| Admin fee / account holder | $383 | $6,918-94.5% | $6,065-93.7% | $12,624-97.0% |