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 | $106,654 | $107,934-1.2% | $91,989+15.9% | $152,861-30.2% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.4%-15.8pp |
| Annual return | 31.33% | 89.24%-57.9pp | 69.02%-37.7pp | 345.32%-314.0pp |
| Employer contribution / active EE | $2,180 | $4,210-48.2% | $3,452-36.8% | $4,762-54.2% |
| Participant deferral / active EE | $10,995 | $6,364+72.8% | $5,923+85.6% | $5,850+87.9% |
| Admin fee / account holder | $4,070 | $10,520-61.3% | $7,743-47.4% | $11,596-64.9% |