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 | $76,559 | $81,625-6.2% | $58,482+30.9% | $139,434-45.1% |
| Participation rate | 66.7% | 61.3%+5.3pp | 50.9%+15.8pp | 80.3%-13.7pp |
| Annual return | 8.93% | 7404.20%-7395.3pp | 4239.32%-4230.4pp | 372.94%-364.0pp |
| Employer contribution / active EE | $7,154 | $1,398+411.6% | $1,053+579.2% | $4,751+50.6% |
| Participant deferral / active EE | $2,739 | $2,557+7.1% | $1,924+42.4% | $6,710-59.2% |
| Admin fee / account holder | $10,139 | $3,265+210.5% | $2,516+303.0% | $11,403-11.1% |