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 | $106,377 | $102,604+3.7% | $86,188+23.4% | $139,434-23.7% |
| Participation rate | 64.7% | 74.5%-9.8pp | 69.0%-4.3pp | 80.3%-15.6pp |
| Annual return | 11.25% | 1922.51%-1911.3pp | 1168.45%-1157.2pp | 372.94%-361.7pp |
| Employer contribution / active EE | $604 | $3,032-80.1% | $2,380-74.6% | $4,751-87.3% |
| Participant deferral / active EE | $3,155 | $4,676-32.5% | $3,985-20.8% | $6,710-53.0% |
| Admin fee / account holder | $11,593 | $8,657+33.9% | $6,852+69.2% | $11,403+1.7% |