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 | $73,849 | $144,119-48.8% | $117,854-37.3% | $147,584-50.0% |
| Participation rate | 61.5% | 83.4%-21.9pp | 79.7%-18.1pp | 82.8%-21.3pp |
| Annual return | 25.38% | 531.15%-505.8pp | 335.08%-309.7pp | 578.55%-553.2pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,593 | $5,316-51.2% | $4,482-42.1% | $5,439-52.3% |
| Admin fee / account holder | $8,172 | $10,886-24.9% | $8,020+1.9% | $10,885-24.9% |