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 | $108,471 | $169,032-35.8% | $129,207-16.0% | $145,922-25.7% |
| Participation rate | 66.7% | 76.4%-9.8pp | 69.6%-2.9pp | 80.3%-13.6pp |
| Annual return | 17.50% | 14330.11%-14312.6pp | 9417.33%-9399.8pp | 561.29%-543.8pp |
| Employer contribution / active EE | $3,432 | $5,537-38.0% | $4,153-17.4% | $4,660-26.4% |
| Participant deferral / active EE | $5,693 | $4,987+14.1% | $4,168+36.6% | $6,688-14.9% |
| Admin fee / account holder | $33,833 | $9,954+239.9% | $7,715+338.6% | $13,397+152.5% |