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 | $107,093 | $91,538+17.0% | $129,995-17.6% | $75,163+42.5% |
| Participation rate | 66.7% | 71.4%-4.8pp | 78.5%-11.8pp | 67.2%-0.5pp |
| Annual return | 17.08% | -631.11%+648.2pp | -137.18%+154.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $3,564 | $2,845+25.2% | $4,320-17.5% | $2,670+33.5% |
| Participant deferral / active EE | $8,228 | $4,341+89.5% | $5,820+41.4% | $4,125+99.4% |
| Admin fee / account holder | $25,633 | $6,790+277.5% | $10,614+141.5% | $5,651+353.6% |