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 | $113,825 | $96,635+17.8% | $86,612+31.4% | $139,434-18.4% |
| Participation rate | 42.9% | 74.4%-31.5pp | 71.7%-28.8pp | 80.3%-37.5pp |
| Annual return | 19.29% | 106.41%-87.1pp | 591.07%-571.8pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,688 | $3,263-48.3% | $3,022-44.1% | $4,751-64.5% |
| Participant deferral / active EE | $5,360 | $4,836+10.8% | $4,438+20.8% | $6,710-20.1% |
| Admin fee / account holder | $2,160 | $6,408-66.3% | $5,614-61.5% | $11,403-81.1% |