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 | $70,449 | $70,606-0.2% | $53,898+30.7% | $142,382-50.5% |
| Participation rate | 58.8% | 63.7%-4.9pp | 55.0%+3.9pp | 80.1%-21.3pp |
| Annual return | 17.14% | 619.81%-602.7pp | 528.60%-511.5pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,940 | $1,202+61.4% | $932+108.2% | $4,299-54.9% |
| Participant deferral / active EE | $4,194 | $2,364+77.4% | $1,826+129.6% | $6,507-35.6% |
| Admin fee / account holder | $11,722 | $2,852+311.1% | $2,491+370.6% | $12,624-7.1% |