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 5-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 | $99,296 | $210,648-52.9% | $177,989-44.2% | $145,922-32.0% |
| Participation rate | 68.4% | 80.8%-12.3pp | 77.1%-8.7pp | 80.3%-11.9pp |
| Annual return | 11.08% | 385.86%-374.8pp | 294.48%-283.4pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,433 | $4,565-68.6% | $3,949-63.7% | $4,660-69.3% |
| Participant deferral / active EE | $5,522 | $6,958-20.6% | $6,276-12.0% | $6,688-17.4% |
| Admin fee / account holder | $2,985 | $12,013-75.2% | $10,363-71.2% | $13,397-77.7% |