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 | $123,593 | $156,846-21.2% | $121,098+2.1% | $139,434-11.4% |
| Participation rate | 61.5% | 76.4%-14.9pp | 69.5%-7.9pp | 80.3%-18.8pp |
| Annual return | 9.43% | 1474.56%-1465.1pp | 985.75%-976.3pp | 372.94%-363.5pp |
| Employer contribution / active EE | $702 | $5,536-87.3% | $4,164-83.1% | $4,751-85.2% |
| Participant deferral / active EE | $3,121 | $4,844-35.6% | $4,080-23.5% | $6,710-53.5% |
| Admin fee / account holder | $44,228 | $6,946+536.8% | $5,644+683.6% | $11,403+287.9% |