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 | $98,235 | $108,642-9.6% | $74,701+31.5% | $152,861-35.7% |
| Participation rate | 50.0% | 65.3%-15.3pp | 54.5%-4.5pp | 82.4%-32.4pp |
| Annual return | 43.69% | 114.06%-70.4pp | 752.92%-709.2pp | 345.32%-301.6pp |
| Employer contribution / active EE | $767 | $1,503-49.0% | $1,084-29.2% | $4,762-83.9% |
| Participant deferral / active EE | $2,792 | $2,712+2.9% | $1,964+42.2% | $5,850-52.3% |
| Admin fee / account holder | $2,367 | $4,902-51.7% | $3,333-29.0% | $11,596-79.6% |