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 | $112,002 | $176,662-36.6% | $130,648-14.3% | $152,861-26.7% |
| Participation rate | 66.7% | 79.0%-12.3pp | 71.7%-5.1pp | 82.4%-15.8pp |
| Annual return | 21.86% | 2692.24%-2670.4pp | 1708.96%-1687.1pp | 345.32%-323.5pp |
| Employer contribution / active EE | $178 | $5,742-96.9% | $4,092-95.6% | $4,762-96.3% |
| Participant deferral / active EE | $3,828 | $4,361-12.2% | $3,603+6.2% | $5,850-34.6% |
| Admin fee / account holder | $1,029 | $7,133-85.6% | $5,464-81.2% | $11,596-91.1% |