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 | $133,119 | $100,852+32.0% | $90,404+47.2% | $158,922-16.2% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.3pp | 82.0%-48.6pp |
| Annual return | 14.17% | 1724.20%-1710.0pp | 1293.02%-1278.8pp | 302.83%-288.7pp |
| Employer contribution / active EE | $533 | $3,689-85.5% | $3,262-83.6% | $4,761-88.8% |
| Participant deferral / active EE | $4,386 | $4,348+0.9% | $3,963+10.7% | $5,982-26.7% |
| Admin fee / account holder | $541 | $6,501-91.7% | $5,611-90.4% | $11,246-95.2% |