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 | $107,762 | $202,318-46.7% | $172,739-37.6% | $152,861-29.5% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.4%-49.1pp |
| Annual return | 23.00% | 1029.65%-1006.7pp | 802.84%-779.8pp | 345.32%-322.3pp |
| Employer contribution / active EE | $1,981 | $5,856-66.2% | $5,143-61.5% | $4,762-58.4% |
| Participant deferral / active EE | $8,333 | $5,948+40.1% | $5,198+60.3% | $5,850+42.4% |
| Admin fee / account holder | $698 | $17,109-95.9% | $13,954-95.0% | $11,596-94.0% |