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 | $60,951 | $124,185-50.9% | $108,410-43.8% | $167,490-63.6% |
| Participation rate | 64.3% | 82.3%-18.0pp | 80.1%-15.8pp | 82.1%-17.8pp |
| Annual return | 20.26% | 1379.64%-1359.4pp | 905.27%-885.0pp | 478.56%-458.3pp |
| Employer contribution / active EE | $1,118 | $4,187-73.3% | $3,558-68.6% | $4,837-76.9% |
| Participant deferral / active EE | $3,340 | $6,908-51.7% | $6,563-49.1% | $6,341-47.3% |
| Admin fee / account holder | $424 | $9,455-95.5% | $7,295-94.2% | $12,309-96.6% |