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 | $51,433 | $173,345-70.3% | $136,007-62.2% | $145,922-64.8% |
| Participation rate | 66.7% | 80.5%-13.8pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 16.68% | 1163.32%-1146.6pp | 579.32%-562.6pp | 561.29%-544.6pp |
| Employer contribution / active EE | $3,976 | $5,278-24.7% | $4,217-5.7% | $4,660-14.7% |
| Participant deferral / active EE | $8,922 | $8,699+2.6% | $7,025+27.0% | $6,688+33.4% |
| Admin fee / account holder | $634 | $9,954-93.6% | $6,858-90.8% | $13,397-95.3% |