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 7-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 | $93,734 | $209,411-55.2% | $178,490-47.5% | $158,922-41.0% |
| Participation rate | 25.0% | 86.3%-61.3pp | 81.9%-56.9pp | 82.0%-57.0pp |
| Annual return | 1361.56% | 188.75%+1172.8pp | 151.07%+1210.5pp | 302.83%+1058.7pp |
| Employer contribution / active EE | $2,566 | $5,706-55.0% | $5,011-48.8% | $4,761-46.1% |
| Participant deferral / active EE | $5,237 | $5,954-12.0% | $5,202+0.7% | $5,982-12.5% |
| Admin fee / account holder | $8,081 | $17,074-52.7% | $13,984-42.2% | $11,246-28.1% |