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 | $111,801 | $96,635+15.7% | $86,612+29.1% | $139,434-19.8% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 17.72% | 106.41%-88.7pp | 591.07%-573.4pp | 372.94%-355.2pp |
| Employer contribution / active EE | $2,196 | $3,263-32.7% | $3,022-27.3% | $4,751-53.8% |
| Participant deferral / active EE | $6,441 | $4,836+33.2% | $4,438+45.1% | $6,710-4.0% |
| Admin fee / account holder | $5,442 | $6,408-15.1% | $5,614-3.1% | $11,403-52.3% |