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 | $53,164 | $88,751-40.1% | $81,812-35.0% | $145,922-63.6% |
| Participation rate | 63.2% | 75.0%-11.9pp | 72.3%-9.2pp | 80.3%-17.1pp |
| Annual return | 9.97% | 1025.40%-1015.4pp | 773.79%-763.8pp | 561.29%-551.3pp |
| Employer contribution / active EE | $2,734 | $3,083-11.3% | $2,912-6.1% | $4,660-41.3% |
| Participant deferral / active EE | $5,468 | $4,643+17.8% | $4,319+26.6% | $6,688-18.2% |
| Admin fee / account holder | $939 | $8,415-88.8% | $7,386-87.3% | $13,397-93.0% |