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 | $80,028 | $144,119-44.5% | $117,854-32.1% | $147,584-45.8% |
| Participation rate | 65.0% | 83.4%-18.4pp | 79.7%-14.7pp | 82.8%-17.8pp |
| Annual return | 18.67% | 531.15%-512.5pp | 335.08%-316.4pp | 578.55%-559.9pp |
| Employer contribution / active EE | $2,357 | $4,896-51.9% | $3,786-37.8% | $4,876-51.7% |
| Participant deferral / active EE | $3,367 | $5,316-36.7% | $4,482-24.9% | $5,439-38.1% |
| Admin fee / account holder | $801 | $10,886-92.6% | $8,020-90.0% | $10,885-92.6% |