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 | $103,305 | $175,202-41.0% | $149,673-31.0% | $139,434-25.9% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 22.13% | 166.71%-144.6pp | 134.42%-112.3pp | 372.94%-350.8pp |
| Employer contribution / active EE | $14,874 | $5,474+171.7% | $4,818+208.7% | $4,751+213.1% |
| Participant deferral / active EE | $9,766 | $6,519+49.8% | $5,680+71.9% | $6,710+45.5% |
| Admin fee / account holder | $466 | $16,150-97.1% | $13,210-96.5% | $11,403-95.9% |