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 | $88,868 | $104,907-15.3% | $84,611+5.0% | $152,861-41.9% |
| Participation rate | 52.9% | 74.8%-21.9pp | 68.2%-15.3pp | 82.4%-29.5pp |
| Annual return | 54.66% | 373.79%-319.1pp | 258.74%-204.1pp | 345.32%-290.7pp |
| Employer contribution / active EE | $1,512 | $3,302-54.2% | $2,652-43.0% | $4,762-68.3% |
| Participant deferral / active EE | $2,882 | $4,688-38.5% | $3,899-26.1% | $5,850-50.7% |
| Admin fee / account holder | $1,244 | $6,241-80.1% | $4,912-74.7% | $11,596-89.3% |