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 | $104,440 | $84,696+23.3% | $75,696+38.0% | $167,490-37.6% |
| Participation rate | 30.0% | 77.8%-47.8pp | 74.8%-44.8pp | 82.1%-52.1pp |
| Annual return | 20.89% | 199.36%-178.5pp | 104.53%-83.6pp | 478.56%-457.7pp |
| Employer contribution / active EE | $1,427 | $3,230-55.8% | $2,743-48.0% | $4,837-70.5% |
| Participant deferral / active EE | $4,061 | $4,580-11.3% | $3,821+6.3% | $6,341-36.0% |
| Admin fee / account holder | $4,082 | $5,355-23.8% | $3,619+12.8% | $12,309-66.8% |