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 | $102,490 | $109,327-6.3% | $89,391+14.7% | $158,922-35.5% |
| Participation rate | 55.6% | 74.3%-18.7pp | 68.0%-12.4pp | 82.0%-26.4pp |
| Annual return | 15.09% | 345.68%-330.6pp | 245.62%-230.5pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,065 | $3,170-66.4% | $2,586-58.8% | $4,761-77.6% |
| Participant deferral / active EE | $7,704 | $4,598+67.5% | $3,890+98.0% | $5,982+28.8% |
| Admin fee / account holder | $3,216 | $6,153-47.7% | $4,881-34.1% | $11,246-71.4% |