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 | $130,792 | $105,998+23.4% | $92,233+41.8% | $147,584-11.4% |
| Participation rate | 61.5% | 80.4%-18.9pp | 76.5%-14.9pp | 82.8%-21.3pp |
| Annual return | 15.42% | 50.05%-34.6pp | 176.28%-160.9pp | 578.55%-563.1pp |
| Employer contribution / active EE | $1,306 | $4,333-69.9% | $3,679-64.5% | $4,876-73.2% |
| Participant deferral / active EE | $3,053 | $4,478-31.8% | $3,897-21.6% | $5,439-43.9% |
| Admin fee / account holder | $455 | $6,332-92.8% | $5,194-91.2% | $10,885-95.8% |