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 | $110,195 | $105,998+4.0% | $92,233+19.5% | $147,584-25.3% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 12.75% | 50.05%-37.3pp | 176.28%-163.5pp | 578.55%-565.8pp |
| Employer contribution / active EE | $1,355 | $4,333-68.7% | $3,679-63.2% | $4,876-72.2% |
| Participant deferral / active EE | $2,452 | $4,478-45.2% | $3,897-37.1% | $5,439-54.9% |
| Admin fee / account holder | $970 | $6,332-84.7% | $5,194-81.3% | $10,885-91.1% |