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 | $99,468 | $96,635+2.9% | $86,612+14.8% | $139,434-28.7% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 13.69% | 106.41%-92.7pp | 591.07%-577.4pp | 372.94%-359.3pp |
| Employer contribution / active EE | $1,534 | $3,263-53.0% | $3,022-49.2% | $4,751-67.7% |
| Participant deferral / active EE | $2,861 | $4,836-40.8% | $4,438-35.5% | $6,710-57.4% |
| Admin fee / account holder | $30,900 | $6,408+382.2% | $5,614+450.4% | $11,403+171.0% |