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 | $114,655 | $118,680-3.4% | $98,907+15.9% | $158,922-27.9% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 13.41% | 372.35%-358.9pp | 196.43%-183.0pp | 302.83%-289.4pp |
| Employer contribution / active EE | $1,575 | $3,333-52.7% | $2,689-41.4% | $4,761-66.9% |
| Participant deferral / active EE | $2,465 | $5,088-51.5% | $4,244-41.9% | $5,982-58.8% |
| Admin fee / account holder | $17,949 | $10,131+77.2% | $6,642+170.3% | $11,246+59.6% |