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 | $95,352 | $169,032-43.6% | $129,207-26.2% | $145,922-34.7% |
| Participation rate | 62.5% | 76.4%-13.9pp | 69.6%-7.1pp | 80.3%-17.8pp |
| Annual return | 16.09% | 14330.11%-14314.0pp | 9417.33%-9401.2pp | 561.29%-545.2pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,532 | $4,987-9.1% | $4,168+8.7% | $6,688-32.2% |
| Admin fee / account holder | $10,156 | $9,954+2.0% | $7,715+31.7% | $13,397-24.2% |