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 | $99,797 | $83,337+19.8% | $67,834+47.1% | $273,961-63.6% |
| Participation rate | 50.0% | 76.4%-26.4pp | 68.8%-18.8pp | 83.0%-33.0pp |
| Annual return | 27.34% | 259.45%-232.1pp | 138.47%-111.1pp | 41.45%-14.1pp |
| Employer contribution / active EE | $14,500 | $3,287+341.1% | $2,403+503.3% | $4,869+197.8% |
| Participant deferral / active EE | $12,000 | $4,088+193.5% | $3,160+279.8% | $5,287+127.0% |
| Admin fee / account holder | $320 | $6,752-95.3% | $4,622-93.1% | $10,132-96.8% |