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 | $51,304 | $202,318-74.6% | $172,739-70.3% | $152,861-66.4% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 18.04% | 1029.65%-1011.6pp | 802.84%-784.8pp | 345.32%-327.3pp |
| Employer contribution / active EE | $3,563 | $5,856-39.2% | $5,143-30.7% | $4,762-25.2% |
| Participant deferral / active EE | $4,978 | $5,948-16.3% | $5,198-4.2% | $5,850-14.9% |
| Admin fee / account holder | $9,163 | $17,109-46.4% | $13,954-34.3% | $11,596-21.0% |