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 | $81,876 | $202,318-59.5% | $172,739-52.6% | $152,861-46.4% |
| Participation rate | 44.4% | 87.1%-42.6pp | 82.6%-38.2pp | 82.4%-38.0pp |
| Annual return | 19.20% | 1029.65%-1010.5pp | 802.84%-783.6pp | 345.32%-326.1pp |
| Employer contribution / active EE | $1,253 | $5,856-78.6% | $5,143-75.6% | $4,762-73.7% |
| Participant deferral / active EE | $2,774 | $5,948-53.4% | $5,198-46.6% | $5,850-52.6% |
| Admin fee / account holder | $6,451 | $17,109-62.3% | $13,954-53.8% | $11,596-44.4% |