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 | $70,214 | $88,751-20.9% | $81,812-14.2% | $145,922-51.9% |
| Participation rate | 68.8% | 75.0%-6.3pp | 72.3%-3.6pp | 80.3%-11.5pp |
| Annual return | 9.76% | 1025.40%-1015.6pp | 773.79%-764.0pp | 561.29%-551.5pp |
| Employer contribution / active EE | $1,793 | $3,083-41.8% | $2,912-38.4% | $4,660-61.5% |
| Participant deferral / active EE | $2,650 | $4,643-42.9% | $4,319-38.6% | $6,688-60.4% |
| Admin fee / account holder | $3,539 | $8,415-57.9% | $7,386-52.1% | $13,397-73.6% |