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 | $76,759 | $150,440-49.0% | $136,294-43.7% | $147,584-48.0% |
| Participation rate | 54.5% | 84.4%-29.9pp | 81.9%-27.4pp | 82.8%-28.3pp |
| Annual return | 13.47% | 1049.08%-1035.6pp | 5155.94%-5142.5pp | 578.55%-565.1pp |
| Employer contribution / active EE | $1,617 | $5,256-69.2% | $4,695-65.6% | $4,876-66.8% |
| Participant deferral / active EE | $4,127 | $6,630-37.8% | $6,247-33.9% | $5,439-24.1% |
| Admin fee / account holder | $306 | $10,905-97.2% | $9,243-96.7% | $10,885-97.2% |