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 | $59,391 | $209,411-71.6% | $178,490-66.7% | $158,922-62.6% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 14.88% | 188.75%-173.9pp | 151.07%-136.2pp | 302.83%-287.9pp |
| Employer contribution / active EE | $1,695 | $5,706-70.3% | $5,011-66.2% | $4,761-64.4% |
| Participant deferral / active EE | $5,853 | $5,954-1.7% | $5,202+12.5% | $5,982-2.2% |
| Admin fee / account holder | $1,216 | $17,074-92.9% | $13,984-91.3% | $11,246-89.2% |