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 | $108,411 | $111,724-3.0% | $93,606+15.8% | $145,922-25.7% |
| Participation rate | 52.6% | 74.2%-21.6pp | 68.7%-16.1pp | 80.3%-27.6pp |
| Annual return | 10.44% | 202.98%-192.5pp | 133.20%-122.8pp | 561.29%-550.8pp |
| Employer contribution / active EE | $1,540 | $3,090-50.2% | $2,420-36.4% | $4,660-67.0% |
| Participant deferral / active EE | $2,075 | $4,912-57.8% | $4,411-53.0% | $6,688-69.0% |
| Admin fee / account holder | $4,230 | $10,250-58.7% | $8,285-48.9% | $13,397-68.4% |