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 | $102,634 | $96,635+6.2% | $86,612+18.5% | $139,434-26.4% |
| Participation rate | 62.5% | 74.4%-11.9pp | 71.7%-9.2pp | 80.3%-17.8pp |
| Annual return | 16.03% | 106.41%-90.4pp | 591.07%-575.0pp | 372.94%-356.9pp |
| Employer contribution / active EE | $2,529 | $3,263-22.5% | $3,022-16.3% | $4,751-46.8% |
| Participant deferral / active EE | $8,625 | $4,836+78.4% | $4,438+94.4% | $6,710+28.5% |
| Admin fee / account holder | $727 | $6,408-88.7% | $5,614-87.1% | $11,403-93.6% |