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 | $89,984 | $96,635-6.9% | $86,612+3.9% | $139,434-35.5% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 16.20% | 106.41%-90.2pp | 591.07%-574.9pp | 372.94%-356.7pp |
| Employer contribution / active EE | $2,116 | $3,263-35.1% | $3,022-30.0% | $4,751-55.5% |
| Participant deferral / active EE | $7,122 | $4,836+47.3% | $4,438+60.5% | $6,710+6.1% |
| Admin fee / account holder | $18,418 | $6,408+187.4% | $5,614+228.1% | $11,403+61.5% |