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 | $104,190 | $88,751+17.4% | $81,812+27.4% | $145,922-28.6% |
| Participation rate | 61.5% | 75.0%-13.5pp | 72.3%-10.8pp | 80.3%-18.7pp |
| Annual return | 16.44% | 1025.40%-1009.0pp | 773.79%-757.4pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,153 | $3,083-62.6% | $2,912-60.4% | $4,660-75.3% |
| Participant deferral / active EE | $2,467 | $4,643-46.9% | $4,319-42.9% | $6,688-63.1% |
| Admin fee / account holder | $19,871 | $8,415+136.1% | $7,386+169.0% | $13,397+48.3% |