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 | $100,687 | $96,635+4.2% | $86,612+16.2% | $139,434-27.8% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 15.57% | 106.41%-90.8pp | 591.07%-575.5pp | 372.94%-357.4pp |
| Employer contribution / active EE | $3,969 | $3,263+21.6% | $3,022+31.3% | $4,751-16.5% |
| Participant deferral / active EE | $7,599 | $4,836+57.1% | $4,438+71.2% | $6,710+13.2% |
| Admin fee / account holder | $1,139 | $6,408-82.2% | $5,614-79.7% | $11,403-90.0% |