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 | $110,543 | $112,096-1.4% | $95,952+15.2% | $158,922-30.4% |
| Participation rate | 55.6% | 79.0%-23.4pp | 77.1%-21.5pp | 82.0%-26.4pp |
| Annual return | 30.36% | 171.09%-140.7pp | 91.61%-61.3pp | 302.83%-272.5pp |
| Employer contribution / active EE | $2,688 | $3,198-16.0% | $2,541+5.8% | $4,761-43.5% |
| Participant deferral / active EE | $6,418 | $4,784+34.2% | $4,167+54.0% | $5,982+7.3% |
| Admin fee / account holder | $1,328 | $10,130-86.9% | $6,795-80.5% | $11,246-88.2% |