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 | $105,619 | $111,724-5.5% | $93,606+12.8% | $145,922-27.6% |
| Participation rate | 41.7% | 74.2%-32.5pp | 68.7%-27.1pp | 80.3%-38.6pp |
| Annual return | 11.94% | 202.98%-191.0pp | 133.20%-121.3pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,650 | $3,090-14.2% | $2,420+9.5% | $4,660-43.1% |
| Participant deferral / active EE | $5,300 | $4,912+7.9% | $4,411+20.2% | $6,688-20.7% |
| Admin fee / account holder | $54,610 | $10,250+432.8% | $8,285+559.1% | $13,397+307.6% |