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 | $130,923 | $100,852+29.8% | $90,404+44.8% | $158,922-17.6% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.7%-47.7pp | 82.0%-57.0pp |
| Annual return | 13.15% | 1724.20%-1711.1pp | 1293.02%-1279.9pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,030 | $3,689-72.1% | $3,262-68.4% | $4,761-78.4% |
| Participant deferral / active EE | $2,575 | $4,348-40.8% | $3,963-35.0% | $5,982-57.0% |
| Admin fee / account holder | $1,799 | $6,501-72.3% | $5,611-67.9% | $11,246-84.0% |