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 | $107,896 | $106,890+0.9% | $84,015+28.4% | $152,861-29.4% |
| Participation rate | 60.0% | 75.2%-15.2pp | 69.0%-9.0pp | 82.4%-22.4pp |
| Annual return | 13.68% | 104.99%-91.3pp | 71.31%-57.6pp | 345.32%-331.6pp |
| Employer contribution / active EE | $3,011 | $2,734+10.1% | $1,983+51.8% | $4,762-36.8% |
| Participant deferral / active EE | $1,217 | $4,011-69.7% | $3,239-62.4% | $5,850-79.2% |
| Admin fee / account holder | $5,883 | $8,285-29.0% | $6,101-3.6% | $11,596-49.3% |