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 | $111,156 | $100,852+10.2% | $90,404+23.0% | $158,922-30.1% |
| Participation rate | 52.4% | 75.0%-22.6pp | 72.7%-20.3pp | 82.0%-29.6pp |
| Annual return | 14.09% | 1724.20%-1710.1pp | 1293.02%-1278.9pp | 302.83%-288.7pp |
| Employer contribution / active EE | $1,817 | $3,689-50.7% | $3,262-44.3% | $4,761-61.8% |
| Participant deferral / active EE | $2,792 | $4,348-35.8% | $3,963-29.6% | $5,982-53.3% |
| Admin fee / account holder | $13,877 | $6,501+113.5% | $5,611+147.3% | $11,246+23.4% |