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 | $88,168 | $97,757-9.8% | $83,848+5.2% | $135,375-34.9% |
| Participation rate | 65.2% | 80.0%-14.7pp | 76.1%-10.9pp | 82.6%-17.4pp |
| Annual return | 4.59% | 1287.37%-1282.8pp | 850.88%-846.3pp | 519.73%-515.1pp |
| Employer contribution / active EE | $1,730 | $4,222-59.0% | $3,631-52.4% | $4,779-63.8% |
| Participant deferral / active EE | $3,495 | $4,682-25.3% | $4,082-14.4% | $5,609-37.7% |
| Admin fee / account holder | $41,570 | $6,674+522.9% | $5,478+658.8% | $10,827+283.9% |