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 | $93,744 | $198,466-52.8% | $170,442-45.0% | $147,584-36.5% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 18.62% | 257.29%-238.7pp | 205.93%-187.3pp | 578.55%-559.9pp |
| Employer contribution / active EE | $8,657 | $6,184+40.0% | $5,433+59.4% | $4,876+77.5% |
| Participant deferral / active EE | $14,000 | $5,629+148.7% | $4,939+183.4% | $5,439+157.4% |
| Admin fee / account holder | $353 | $16,852-97.9% | $13,880-97.5% | $10,885-96.8% |