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 | $105,755 | $102,604+3.1% | $86,188+22.7% | $139,434-24.2% |
| Participation rate | 61.5% | 74.5%-13.0pp | 69.0%-7.4pp | 80.3%-18.8pp |
| Annual return | 22.23% | 1922.51%-1900.3pp | 1168.45%-1146.2pp | 372.94%-350.7pp |
| Employer contribution / active EE | $647 | $3,032-78.7% | $2,380-72.8% | $4,751-86.4% |
| Participant deferral / active EE | $5,346 | $4,676+14.3% | $3,985+34.1% | $6,710-20.3% |
| Admin fee / account holder | $41,949 | $8,657+384.6% | $6,852+512.3% | $11,403+267.9% |