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 | $93,985 | $202,318-53.5% | $172,739-45.6% | $152,861-38.5% |
| Participation rate | 54.5% | 87.1%-32.5pp | 82.6%-28.1pp | 82.4%-27.9pp |
| Annual return | 18.94% | 1029.65%-1010.7pp | 802.84%-783.9pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,701 | $5,856-71.0% | $5,143-66.9% | $4,762-64.3% |
| Participant deferral / active EE | $3,005 | $5,948-49.5% | $5,198-42.2% | $5,850-48.6% |
| Admin fee / account holder | $3,900 | $17,109-77.2% | $13,954-72.1% | $11,596-66.4% |