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 | $68,834 | $104,486-34.1% | $76,817-10.4% | $152,861-55.0% |
| Participation rate | 61.5% | 76.6%-15.1pp | 72.1%-10.5pp | 82.4%-20.9pp |
| Annual return | 20.48% | 1013.37%-992.9pp | 1166.11%-1145.6pp | 345.32%-324.8pp |
| Employer contribution / active EE | $320 | $3,116-89.7% | $2,302-86.1% | $4,762-93.3% |
| Participant deferral / active EE | $4,874 | $4,236+15.1% | $3,336+46.1% | $5,850-16.7% |
| Admin fee / account holder | $18,845 | $12,275+53.5% | $6,420+193.5% | $11,596+62.5% |