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 | $111,553 | $106,890+4.4% | $84,015+32.8% | $152,861-27.0% |
| Participation rate | 65.0% | 75.2%-10.2pp | 69.0%-4.0pp | 82.4%-17.4pp |
| Annual return | 18.69% | 104.99%-86.3pp | 71.31%-52.6pp | 345.32%-326.6pp |
| Employer contribution / active EE | $1,524 | $2,734-44.3% | $1,983-23.2% | $4,762-68.0% |
| Participant deferral / active EE | $2,163 | $4,011-46.1% | $3,239-33.2% | $5,850-63.0% |
| Admin fee / account holder | $34,325 | $8,285+314.3% | $6,101+462.6% | $11,596+196.0% |