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 | $113,373 | $70,428+61.0% | $96,562+17.4% | $85,850+32.1% |
| Participation rate | 59.6% | 61.8%-2.2pp | 69.8%-10.2pp | 69.3%-9.7pp |
| Annual return | 97.69% | 18.59%+79.1pp | 37.78%+59.9pp | 318.53%-220.8pp |
| Employer contribution / active EE | $282 | $1,413-80.1% | $2,356-88.0% | $2,565-89.0% |
| Participant deferral / active EE | $1,878 | $2,894-35.1% | $3,849-51.2% | $3,952-52.5% |
| Admin fee / account holder | $938 | $4,997-81.2% | $6,181-84.8% | $6,260-85.0% |