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 | $133,580 | $209,832-36.3% | $189,513-29.5% | $167,490-20.2% |
| Participation rate | 69.2% | 88.7%-19.4pp | 87.8%-18.6pp | 82.1%-12.9pp |
| Annual return | 10.81% | 748.27%-737.5pp | 555.15%-544.3pp | 478.56%-467.7pp |
| Employer contribution / active EE | $2,457 | $6,914-64.5% | $6,162-60.1% | $4,837-49.2% |
| Participant deferral / active EE | $5,034 | $8,935-43.7% | $8,221-38.8% | $6,341-20.6% |
| Admin fee / account holder | $24,003 | $14,293+67.9% | $12,045+99.3% | $12,309+95.0% |