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 | $112,576 | $118,680-5.1% | $98,907+13.8% | $158,922-29.2% |
| Participation rate | 58.3% | 77.8%-19.5pp | 76.0%-17.7pp | 82.0%-23.6pp |
| Annual return | 13.56% | 372.35%-358.8pp | 196.43%-182.9pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,830 | $3,333-45.1% | $2,689-31.9% | $4,761-61.6% |
| Participant deferral / active EE | $3,614 | $5,088-29.0% | $4,244-14.9% | $5,982-39.6% |
| Admin fee / account holder | $35,786 | $10,131+253.2% | $6,642+438.8% | $11,246+218.2% |