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 | $103,762 | $150,187-30.9% | $120,354-13.8% | $145,922-28.9% |
| Participation rate | 52.6% | 78.8%-26.1pp | 71.9%-19.3pp | 80.3%-27.6pp |
| Annual return | 10.89% | 154.07%-143.2pp | 107.15%-96.3pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,157 | $4,348-73.4% | $3,463-66.6% | $4,660-75.2% |
| Participant deferral / active EE | $4,893 | $6,173-20.7% | $4,991-2.0% | $6,688-26.8% |
| Admin fee / account holder | $2,382 | $12,207-80.5% | $9,423-74.7% | $13,397-82.2% |