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 | $107,804 | $115,770-6.9% | $101,248+6.5% | $158,922-32.2% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 24.75% | 56.14%-31.4pp | 46.47%-21.7pp | 302.83%-278.1pp |
| Employer contribution / active EE | $2,539 | $4,175-39.2% | $3,660-30.6% | $4,761-46.7% |
| Participant deferral / active EE | $13,000 | $4,957+162.2% | $4,370+197.5% | $5,982+117.3% |
| Admin fee / account holder | $1,304 | $7,245-82.0% | $5,945-78.1% | $11,246-88.4% |