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 | $70,629 | $202,318-65.1% | $172,739-59.1% | $152,861-53.8% |
| Participation rate | 65.0% | 87.1%-22.1pp | 82.6%-17.6pp | 82.4%-17.4pp |
| Annual return | 16.88% | 1029.65%-1012.8pp | 802.84%-786.0pp | 345.32%-328.4pp |
| Employer contribution / active EE | $1,967 | $5,856-66.4% | $5,143-61.8% | $4,762-58.7% |
| Participant deferral / active EE | $5,070 | $5,948-14.8% | $5,198-2.4% | $5,850-13.3% |
| Admin fee / account holder | $55,090 | $17,109+222.0% | $13,954+294.8% | $11,596+375.1% |