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 | $131,517 | $90,348+45.6% | $75,972+73.1% | $145,922-9.9% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 9.44% | 620.88%-611.4pp | 359.55%-350.1pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,718 | $3,311-48.1% | $2,685-36.0% | $4,660-63.1% |
| Participant deferral / active EE | $1,977 | $5,162-61.7% | $4,255-53.6% | $6,688-70.4% |
| Admin fee / account holder | $25,926 | $8,467+206.2% | $6,467+300.9% | $13,397+93.5% |