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 | $117,009 | $144,119-18.8% | $117,854-0.7% | $147,584-20.7% |
| Participation rate | 62.5% | 83.4%-20.9pp | 79.7%-17.2pp | 82.8%-20.3pp |
| Annual return | 20.78% | 531.15%-510.4pp | 335.08%-314.3pp | 578.55%-557.8pp |
| Employer contribution / active EE | $2,952 | $4,896-39.7% | $3,786-22.0% | $4,876-39.5% |
| Participant deferral / active EE | $5,975 | $5,316+12.4% | $4,482+33.3% | $5,439+9.9% |
| Admin fee / account holder | $1,509 | $10,886-86.1% | $8,020-81.2% | $10,885-86.1% |